Asset Strategies Inc
Legal Name: ASSET STRATEGIES, INC.
Other Info
Asset Strategies, Inc. is a WY Corporation with a team of 10 employees, including 2 advisors. Although its client count remains undisclosed, the company's SEC status is approved, with a registration date of March 2002.
Avon, CT | Fee-Only Financial Planning and Investment Management — Asset Strategies, Inc.
At Asset Strategies, Inc., we know that financial planning can be complex, which is why we aim to make working with an experienced advisor, like us, simple.
Direct Owners
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ALAN MILES ROTHSTEIN
PRESIDENT, TREASURER owns 75% or more
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DIANN ELIZABETH MCCHESNEY
EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND SECRETARY owns more than 5% but less than 10%