CRD: 147982
Asset Strategy Retirement Plan Consultants, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 11-05-2009
- Office Locations
- 1
Office Locations
About Asset Strategy Retirement Plan Consultants, LLC
Asset Strategy Retirement Plan Consultants partners with retirement plan sponsors and individual participants, providing in-person retirement and financial planning for 401(k) plans and IRAs. The team helps evaluate investment options and performance using independent research, and supports plan governance needs including ERISA compliance. Serves business owners, employees, and families.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STACY STEPHEN HEISTAND
Chief Compliance Officer, Financial Advisor, PARTNER
- CRD
- #3000436
- Ownership
- 25% but less than 50%
Keaton Tyler Macut
Director, Financial Advisor, Owner, PARTNER
- CRD
- #7027759
- Ownership
- 25% but less than 50%
Meridian alpha
Oak ember alpha
- CRD
- #80974
- Ownership
- 10.3%
Showing 2 of 3 owners & executives
Unlock allContacts
CLARK GREGORY FRESE
Client Advisor
- CRD
- #214135
WILLIAM I. WRIGHT
--
- CRD
- #6535348
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,334,581 | $4,334,581 |
| Non-Discretionary | $112,054,565 | $208,280 |
| Total | $116,389,146 | $215,935 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $116,389,146
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $379,285,719 | 29.7% |
| Cash | $445,692,646 | 34.9% |
| Equity - Exchange | $99,610,391 | 7.8% |
| U.S. Government/Agency | $352,467,537 | 27.6% |
| Total | $1,277,056,293 | 100.0% |