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- Custodian
- Equity Trust · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Focus summitGlacier prime +more
- Established Date
- 04-01-1991
- Office Locations
- 1
Office Locations
About Personal Asset Strategies, Inc.
Personal Asset Strategies (PAS) is a Westbury, NY registered investment adviser serving individuals, families, and charitable institutions. The firm designs and manages customized portfolios aimed at improving cash flow, supporting long-term growth, and reducing taxes, alongside estate, retirement, and lifestyle planning. Its Collaborative Wealth Management approach coordinates outside professionals on clients’ behalf.
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Services
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Owner & Executives
LONNIE MILDER GARBER
DIRECTOR, President
- CRD
- --
- Ownership
- 75% or more
JEFFREY BRUCE GARBER
Chief Compliance Officer, DIRECTOR, General Counsel, Secretary
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,588,198 | $383,361 |
| Non-Discretionary | $0 | -- |
| Total | $50,588,198 | $383,361 |
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Separately Managed Accounts
Total SMA Asset: $50,588,198
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $926,981,530 | 38.5% |
| Cash | $264,851,866 | 11.0% |
| Corporate - Investment Grade | $546,557,941 | 22.7% |
| Other | $669,352,897 | 27.8% |
| Total | $2,407,744,234 | 100.0% |