Investment adviser · CRD 150645
ASSET MANAGEMENT STRATEGIES, LLC
Investment adviser filing (IA)
LEWISBURG, PA, United States · Form ADV filed Jun 27, 2012
- Regulatory AUM
- $26.4M Form ADV · Item 5.F
- Client accounts
- 109 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 27, 2012. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
115 FARLEY CIRCLE, SUITE 102LEWISBURG, PA, 17837, United States
CRD 150645
Filing source
Form ADV 654720 · Jun 27, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.