Investment adviser · CRD 128627
PERSONAL ASSET STRATEGIES, INC.
Investment adviser filing (IA)
WESTBURY, NY, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $50.6M Form ADV · Item 5.F
- Client accounts
- 107 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 18 | $30,467,673 | 60.2% |
| Other clients | 1 | $10,291,453 | 20.3% |
| Individuals | 22 | $9,829,072 | 19.4% |
Filing source
Form ADV 2108929 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1600 STEWART AVENUE, SUITE 204WESTBURY, NY, 11590, United States
CRD 128627
Filing source
Form ADV 2108929 · Jun 15, 2026 · 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.