PERSONAL ASSET STRATEGIES, INC.
Tel: 516-248-8811 1600 Stewart Avenue Suite 204 Westbury, New York 11590
About PERSONAL ASSET STRATEGIES, INC.
PERSONAL ASSET STRATEGIES, INC. is a Westbury, New York based financial advisory firm with nearly $38,878,892 in assets under management and provides investment advisory services for 112 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
128627
Firm SEC#:
801-63578
Assets Under Management:
$38,878,892
No. of Clients:
112
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
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