Matthew
Lux

Asset Management Strategies, Inc

CRD#5063521
Investment Advisor
in Indianapolis, IN

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About this Advisor

Matthew Lux is a financial advisor based in Indianapolis, Indiana, working with Asset Management Strategies, Inc. Matthew has previously held positions at The Mutual Fund Store-Kansas City, LLC and Asset Management Strategies, Inc. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Matthew is part of Asset Management Strategies, Inc, which operates out of Indianapolis, Indiana. The firm has 2 offices and 8 employees. The firm manages assets totaling $185.8 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Asset Management Strategies, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

450 E. 96Th Street Suite 500
Indianapolis, IN 46240

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Asset Management Strategies, Inc Brokerage Details

Total Assets Under Management

$185,758,556

IN Average: $1,347,246,178
Total Number of Employees

8

IN Average: 46
Total Number of Accounts

1,955

IN Average: 1,775
Average Account Size

$95,017

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Lux Work History

2014 - Present (10 years)

Asset Management Strategies, Inc

2012 - Present (12 years)

The Mutual Fund Store-Kansas City, LLC

Disclosures

Please visit the SEC profile of Matthew Lux to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Management Strategies, Inc

John Horner
Indianapolis, IN
Yadira Garcia
Indianapolis, IN
Jeffrey Gasaway
Lafayette, IN
Loyd Timmons
Frankfort, IN
Jason Gregory
Lafayette, IN
Matthew Lux
Indianapolis, IN
Danny Powell
Indianapolis, IN
Joyce Smith
Lafayette, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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