PERSONAL ASSET STRATEGIES, INC.
CRD #128627 SEC #801-63578 WESTBURY, NY 516-248-8811
SEC Registered
Total AUM
$40.3M
Discretionary
$40.3M
Employees
3
Clients
26
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $40.3M | $40.3M | $0 | 3 | 0 |
| Jul 2024 | $38.9M | $38.9M | $0 | 3 | 0 |
| Jul 2023 | $34.8M | $34.8M | $0 | 4 | 0 |
| May 2022 | $36.7M | $36.7M | $0 | 5 | 0 |
| Jun 2021 | $37.8M | $37.8M | $0 | 5 | 0 |
| Jun 2020 | $31.8M | $31.8M | $0 | 5 | 0 |
| Jun 2020 | $31.8M | $31.8M | $0 | 5 | 0 |
| May 2019 | $32.1M | $32.1M | $0 | 4 | 0 |
| Jul 2018 | $32.2M | $32.2M | $0 | 4 | 0 |
| Aug 2017 | $25.5M | $25.5M | $0 | 4 | 26 |
| Jun 2017 | $25.5M | $25.5M | $0 | 4 | 26 |
| Jun 2016 | $27.9M | $27.9M | $0 | 4 | 26 |
| Jun 2015 | $30.9M | $30.9M | $0 | 4 | 26 |
| Jun 2014 | $32.1M | $32.1M | $0 | 4 | 26 |
| Mar 2014 | $28.2M | $28.2M | $0 | 4 | 26 |
| Mar 2014 | $28.2M | $28.2M | $0 | 4 | 26 |
| Mar 2014 | $28.2M | $28.2M | $0 | 4 | 26 |
| Jul 2013 | $28.2M | $28.2M | $0 | 4 | 26 |
| Sep 2012 | $27.9M | $27.9M | $0 | 1 | 26 |
| Aug 2011 | $28.1M | $28.1M | $0 | 5 | -- |
| Jun 2010 | $25.1M | $25.1M | $0 | 5 | -- |
| May 2007 | $26.4M | $26.4M | $0 | 5 | -- |
| Sep 2005 | $25.3M | $25.3M | $0 | 5 | -- |
DateJun 2025
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$36.7M
Discretionary$36.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$32.2M
Discretionary$32.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees4
Clients26
DateJun 2017
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees4
Clients26
DateJun 2016
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees4
Clients26
DateJun 2015
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees4
Clients26
DateJun 2014
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees4
Clients26
DateJul 2013
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees4
Clients26
DateSep 2012
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees5
Clients--