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Building 2PERSONAL ASSET STRATEGIES, INC.

Map pinWESTBURY, NY
Phone516-248-8811
NotebookSEC #801-63578
Total AUM
$40.3M
Employees
3
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 STEWART AVENUE
SUITE 204
WESTBURY
NY 11590
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
516-248-8811
Other Offices
1

ReceiptFinancials

Total AUM
$40.3M
Accounts
105
Discretionary
$40.3M
Accounts
105
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$6.8M
HNW Individual Clients
18
AUM
$25.5M
Other Clients
1
AUM
$7.9M
Description of Other Clients
CHURCH

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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