Personal Asset Strategies, Inc. is a reputable investment advisory firm headquartered in Westbury, NY, with an extensive track record in managing personal and employer funds. With over 30 individual clients and a staggering $36,668,000 in assets under management, they have established themselves as a trusted partner for high net worth individuals seeking expert financial guidance.
Despite having 401K and individual accounts accounting for less than 30% of their assets under management, Personal Asset Strategies, Inc. possesses the expertise and capability to effectively manage employer funds. Notably, the firm exercises complete ...
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Assets Under Mgmt
$36.67M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.