ASSET MANAGEMENT STRATEGIES, INC.
CRD #135173 SEC #801-108628 INDIANAPOLIS, IN 3175776912
SEC Registered
Total AUM
$207.4M
Discretionary
$207.4M
Employees
8
Clients
251
Accounts
2,038
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $207.4M | $207.4M | $0 | 8 | 2,038 |
| Mar 2024 | $185.8M | $185.8M | $0 | 8 | 1,955 |
| Mar 2023 | $146.9M | $146.9M | $0 | 8 | 1,767 |
| Mar 2022 | $157.5M | $157.5M | $0 | 8 | 1,633 |
| Mar 2021 | $141.7M | $141.7M | $0 | 9 | 1,636 |
| Jul 2020 | $123.2M | $123.2M | $0 | 9 | 1,760 |
| Jun 2020 | $105.8M | $105.8M | $0 | 9 | 1,462 |
| Mar 2020 | $105.8M | $105.8M | $0 | 9 | 1,462 |
| Mar 2019 | $150.8M | $150.8M | $0 | 9 | 1,637 |
| Apr 2018 | $78M | $78M | $0 | 8 | 839 |
| Mar 2017 | $102.5M | $102.5M | $0 | 4 | 300 |
| Nov 2016 | $159.6M | $159.6M | $0 | 3 | 200 |
| Jun 2012 | $40M | $40M | $0 | 1 | 200 |
| Apr 2012 | $40M | $40M | $0 | 1 | 200 |
| Mar 2012 | $40M | $40M | $0 | 1 | 200 |
| Mar 2012 | $40M | $40M | $0 | 1 | 200 |
| Mar 2012 | $40M | $40M | $0 | 1 | 200 |
| Apr 2011 | $39.8M | $39.8M | $0 | 5 | -- |
| Sep 2010 | $37.2M | $37.2M | $0 | 5 | -- |
| Oct 2005 | $28.1M | $0 | $28.1M | 5 | -- |
DateMar 2025
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees8
Clients2,038
DateMar 2024
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees8
Clients1,955
DateMar 2023
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees8
Clients1,767
DateMar 2022
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees8
Clients1,633
DateMar 2021
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees9
Clients1,636
DateJul 2020
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees9
Clients1,760
DateJun 2020
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees9
Clients1,462
DateMar 2020
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees9
Clients1,462
DateMar 2019
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees9
Clients1,637
DateApr 2018
Total AUM$78M
Discretionary$78M
Non-Disc.$0
Employees8
Clients839
DateMar 2017
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees4
Clients300
DateNov 2016
Total AUM$159.6M
Discretionary$159.6M
Non-Disc.$0
Employees3
Clients200
DateJun 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees5
Clients--