Asset Strategy

Asset Strategy

Investment Management 24 Superior Drive 19 employees
Employees
19
Contacts
2
Emails
2
Phones
1

Asset Strategy Overview

Headquarters
24 Superior Drive
Industry
Investment Management
Employees
19
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Asset Strategy

Asset Strategy (A|S) is an SEC-registered investment advisor and fiduciary wealth manager. Helping you Create, Manage, Protect & Distribute Wealth®️ We are an independent consulting & wealth management advisory firm that was created to service the unique needs of our clients. For more than three decades, the Asset Strategy network of companies has been providing impartial investment and risk management services to help ensure financial wellness to a wide array of investors. Asset Strategy assists clients with managing the risk and responsibility of investment programs and helping individuals achieve successful financial outcomes. As fiduciaries, Asset Strategy Advisors, our registered investment advisory firm, has built relationships on the bedrock of trust and confidence that are backed up with a responsibility to always put our client’s interests above all else. Our mission is to help our client’s achieve the desired financial and lifestyle goals they have been diligently working towards. As your trusted financial partner, we remain steadfast in our commitment to you and utilize all of our vast resources and experience to help you achieve your goals. https://assetstrategy.com/disclosures/linkedin-disclosure/

Asset Strategy Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Asset Strategy Org Chart

Sample employees and titles
Name Title Contact
Kent Fitzpatrick, Aifa®, Gfs®, Mscta Helping Individuals & Businesses Save
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Brian Gray Senior Financial Advisor
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David O'brien Cfp, Caia Senior Financial Consultant at Asset
Email Phone
Peter Doherty Mba, Cfp®, Cexp Financial Strategy - Wealth Management
Email

Employees by Management Level

Director 3 profiles
Senior / Lead 3 profiles
Individual contributor 3 profiles
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1
Marketing 1 1 0
General 1 1 0

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