Asset Management Strategies, Inc
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Overview
Asset Management Strategies, Inc operates as a financial advisor company based in Indianapolis, Indiana. Asset Management Strategies, Inc oversees $146.9 million in assets over 1,767 accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The company has a small group, including 8 financial advisors. Asset Management Strategies, Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and equities.
Asset Management Strategies, Inc oversees all of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions without requiring client approval. The investment advisory firm's typical account size is $83,127. The average advisor at Asset Management Strategies, Inc oversees about 221 client accounts.
The company's central office is at 450 E. 96Th Street, Indianapolis, Indiana 46240. Asset Management Strategies, Inc is legally allowed to serve customers across a number of states, including California, Illinois, Indiana, Maryland and Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Asset Management Strategies, Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$146.9 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,767
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$83.1 thousand
Products and Services
Services offered by Asset Management Strategies, Inc can include financial planning services and portfolio management for individuals and small businesses. In the prior fiscal year, Asset Management Strategies, Inc provided 251-500 of its customers with financial planning services. The company is engaged in selling products or offering services different than investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically depend on which services are offered. However, fee types billed by Asset Management Strategies, Inc likely consist of any blend of the following fee structures: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors. Out of its 1,767 customers, Asset Management Strategies, Inc's biggest client group is retail investors. None of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Asset Management Strategies, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Asset Management Strategies, Inc
Lafayette, IN
Indianapolis, IN
Indianapolis, IN
Lafayette, IN
Lafayette, IN
Frankfort, IN
Indianapolis, IN
Lafayette, IN
Lafayette, IN
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