DIRECTORY OF REGISTERED ADVISORS
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ASSET STRATEGY ADVISORS, LLC
Tel: 781-235-4426
24 Superior Drive Suite 101
Natick, Massachusetts 01760-1535
ASSET STRATEGY ADVISORS, LLC
ASSET STRATEGY ADVISORS, LLC is a Natick, Massachusetts based financial advisory firm with nearly $917,771,097 in assets under management and provides investment advisory services for 544 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
139879
SEC#:
801-66549
No. of Clients:
544
Assets under Management
$917,771,097
No. of Advisors:
12
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