ASSET STRATEGIES, INC.
CRD #119661 SEC #801-61023 AVON, CT 860-673-5500
SEC Registered
Total AUM
$140.1M
Discretionary
$140.1M
Employees
10
Clients
51
Accounts
606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $140.1M | $140.1M | $0 | 10 | 10 |
| Jul 2023 | $140.6M | $137.2M | $3.4M | 10 | 0 |
| Jun 2023 | $140.6M | $137.2M | $3.4M | 10 | 0 |
| Mar 2023 | $140.6M | $137.2M | $3.4M | 10 | 0 |
| Mar 2022 | $137.3M | $130.7M | $6.6M | 10 | 0 |
| Nov 2021 | $134.2M | $132.4M | $1.8M | 9 | 2 |
| Mar 2021 | $134.2M | $132.4M | $1.8M | 9 | 2 |
| Jun 2020 | $125.4M | $125.4M | $0 | 10 | 10 |
| May 2020 | $125.4M | $125.4M | $0 | 10 | 10 |
| Mar 2020 | $125.4M | $125.4M | $0 | 10 | 10 |
| Mar 2019 | $119.9M | $114M | $5.9M | 10 | 0 |
| Aug 2018 | $134.2M | $134.2M | $0 | 10 | 0 |
| Mar 2018 | $134.2M | $134.2M | $0 | 10 | 0 |
| Mar 2017 | $123M | $123M | $0 | 12 | 125 |
| Mar 2016 | $116.7M | $116.7M | $0 | 12 | 100 |
| Dec 2015 | $301.6M | $301.6M | $0 | 9 | 233 |
| Mar 2015 | $301.6M | $301.6M | $0 | 8 | 233 |
| Oct 2014 | $299.6M | $299.6M | $0 | 9 | 200 |
| Mar 2014 | $299.6M | $299.6M | $0 | 9 | 200 |
| Mar 2014 | $299.6M | $299.6M | $0 | 9 | 200 |
| Feb 2013 | $274.8M | $274.8M | $0 | 7 | 200 |
| Mar 2012 | $258.1M | $258.1M | $0 | 6 | 300 |
| Jan 2012 | $212.5M | $212.5M | $0 | 6 | 238 |
| Dec 2011 | $212.5M | $212.5M | $0 | 6 | 101 |
| Sep 2011 | $212.5M | $212.5M | $0 | 10 | -- |
| Mar 2011 | $212.5M | $212.5M | $0 | 10 | -- |
| Mar 2011 | $212.5M | $212.5M | $0 | 10 | -- |
| Nov 2010 | $175.3M | $175.3M | $0 | 10 | -- |
| Feb 2007 | $174.1M | $173.1M | $1M | 5 | -- |
| Nov 2006 | $144.3M | $143.8M | $507.4K | 5 | -- |
| Mar 2006 | $144.3M | $143.8M | $507.4K | 5 | -- |
| Mar 2004 | $99.6M | $98.8M | $770.9K | 5 | -- |
| Apr 2002 | $69.1M | $67.6M | $1.5M | 5 | -- |
| Mar 2002 | $0 | $0 | $0 | 5 | -- |
DateFeb 2024
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees10
Clients10
DateJul 2023
Total AUM$140.6M
Discretionary$137.2M
Non-Disc.$3.4M
Employees10
Clients0
DateJun 2023
Total AUM$140.6M
Discretionary$137.2M
Non-Disc.$3.4M
Employees10
Clients0
DateMar 2023
Total AUM$140.6M
Discretionary$137.2M
Non-Disc.$3.4M
Employees10
Clients0
DateMar 2022
Total AUM$137.3M
Discretionary$130.7M
Non-Disc.$6.6M
Employees10
Clients0
DateNov 2021
Total AUM$134.2M
Discretionary$132.4M
Non-Disc.$1.8M
Employees9
Clients2
DateMar 2021
Total AUM$134.2M
Discretionary$132.4M
Non-Disc.$1.8M
Employees9
Clients2
DateJun 2020
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees10
Clients10
DateMay 2020
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees10
Clients10
DateMar 2020
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees10
Clients10
DateMar 2019
Total AUM$119.9M
Discretionary$114M
Non-Disc.$5.9M
Employees10
Clients0
DateAug 2018
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees12
Clients125
DateMar 2016
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees12
Clients100
DateDec 2015
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees9
Clients233
DateMar 2015
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees8
Clients233
DateOct 2014
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees9
Clients200
DateFeb 2013
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees7
Clients200
DateMar 2012
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees6
Clients300
DateJan 2012
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees6
Clients238
DateDec 2011
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees6
Clients101
DateSep 2011
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$174.1M
Discretionary$173.1M
Non-Disc.$1M
Employees5
Clients--
DateNov 2006
Total AUM$144.3M
Discretionary$143.8M
Non-Disc.$507.4K
Employees5
Clients--
DateMar 2006
Total AUM$144.3M
Discretionary$143.8M
Non-Disc.$507.4K
Employees5
Clients--
DateMar 2004
Total AUM$99.6M
Discretionary$98.8M
Non-Disc.$770.9K
Employees5
Clients--
DateApr 2002
Total AUM$69.1M
Discretionary$67.6M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--