ASSET STRATEGY ADVISORS, LLC
CRD #139879 SEC #801-66549 NATICK, MA 781-235-4426
SEC Registered
Total AUM
$917.8M
Discretionary
$230.3M
Employees
12
Clients
1
Accounts
544
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| ASSET STRATEGY HOLDINGS, LLC | DE | HOLDING COMPANY | E | |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FITZPATRICK, KENT, ALLAN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| FITZPATRICK, KENT, ALLAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| FITZPATRICK, KENT, ALLAN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FRESE, CLARK, GREGORY | I | PRESIDENT | D | Control |
| FRESE, CLARK, GREGORY | I | MEMBER | D | Control |
| FRESE, CLARK, GREGORY | I | MEMBER | D | Control |
| FRESE, CLARK, GREGORY | I | PRESIDENT | D | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| SALAMONE, ROSARIO, SALVATORE | I | DIRECTOR OF RESEARCH | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
| WHALEN, SEAN, DAVID | I | FINANCIAL CONSULTANT | A | Control |
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (12)
CA FL LA MA MN NH NJ NY PA RI TX VA
Address
24 SUPERIOR DRIVESUITE 101
NATICK, MA 01760-1535
United States
Phone: 781-235-4426