ASSET STRATEGIES, INC. is a Avon, Connecticut based financial advisory firm with nearly $137,258,006 in assets under management and provides investment advisory services for 151 clients. There are currently 10 financial advisors at the firm.
General Information |
| Firm CRD#: | 119661 | |
| SEC#: | 801-61023 | |
| Assets under Management: | $137,258,006 | |
| No. of Clients: | 151 | |
| No. of Advisors: | 10 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MJP WEALTH ADVISORS | 127654 | 801-63389 | 2091 | 10 | $905,486,554 |
| GRANITE GROUP ADVISORS, LLC | 127357 | 801-62197 | 1146 | 5 | $699,219,369 |
| SOUND SHORE MANAGEMENT INC | 112379 | 801-13549 | 426 | 18 | $3,754,735,931 |
| AQR CAPITAL MANAGEMENT, LLC | 111883 | 801-55543 | 289 | 649 | $145,451,136,492 |
| HERBERT J. SIMS CAPITAL MANAGEMENT, INC. | 134510 | 801-124853 | 264 | 38 | $177,076,749 |
| JOHN A. BYSKO ASSOCIATES | 110612 | 801-81151 | 207 | 1 | $218,259,088 |
| HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. | 125791 | 801-61958 | 72 | 8 | $543,351,720 |
| STRATEGIC VALUE PARTNERS, LLC | 138406 | 801-72080 | 48 | 139 | $19,896,841,710 |
| PERFORMANCE EQUITY MANAGEMENT, LLC | 110207 | 801-60051 | 32 | 34 | $12,930,733,120 |
| ABS GLOBAL INVESTMENTS | 127290 | 801-62188 | 20 | 35 | $7,871,705,251 |
| PIER CAPITAL, LLC | 131212 | 801-63390 | 19 | 11 | $962,529,890 |
| COOK PINE CAPITAL LLC | 134911 | 801-64533 | 11 | 7 | $444,778,397 |
| CONNING INVESTMENT PRODUCTS, INC. | 120387 | 801-79816 | 8 | 8 | $425,627,068 |
| PROSPECTOR PARTNERS, LLC | 123546 | 801-64500 | 7 | 13 | $714,109,000 |
| MERRITT CAPITAL INVESTMENT ADVISORS LLC | 137877 | 801-64976 | 4 | 5 | $189,700,000 |
| ORACLE INVESTMENT MANAGEMENT, INC. | 138127 | 801-73596 | 3 | 4 | $1,118,991,095 |