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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $917.8M | $230.3M | $687.4M | 12 | 0 |
| Mar 2025 | $917.8M | $230.3M | $687.4M | 12 | 0 |
| Aug 2024 | $557M | $199.4M | $357.6M | 12 | 0 |
| Aug 2024 | $557M | $199.4M | $357.6M | 12 | 0 |
| Mar 2024 | $557M | $199.4M | $357.6M | 12 | 0 |
| Mar 2023 | $493.8M | $180.3M | $313.5M | 12 | 0 |
| Jan 2023 | $587.4M | $231.9M | $355.5M | 12 | 0 |
| Apr 2022 | $587.4M | $231.9M | $355.5M | 12 | 0 |
| Apr 2022 | $587.4M | $231.9M | $355.5M | 12 | 0 |
| Mar 2022 | $587.4M | $231.9M | $355.5M | 5 | 0 |
| Mar 2021 | $467.9M | $180.5M | $287.4M | 5 | 0 |
| Sep 2020 | $351.2M | $105.4M | $245.8M | 5 | 0 |
| Aug 2020 | $351.2M | $105.4M | $245.8M | 5 | 0 |
| Aug 2020 | $351.2M | $105.4M | $245.8M | 5 | 0 |
| Jun 2020 | $351.2M | $105.4M | $245.8M | 5 | 0 |
| Jun 2020 | $351.2M | $105.4M | $245.8M | 5 | 0 |
| Apr 2020 | $351.2M | $105.4M | $245.8M | 5 | 0 |
| Feb 2020 | $256.2M | $96.6M | $159.5M | 5 | 0 |
| Nov 2019 | $256.2M | $96.6M | $159.5M | 5 | 0 |
| Mar 2019 | $256.2M | $96.6M | $159.5M | 5 | 0 |
| Apr 2018 | $271.1M | $97.4M | $173.7M | 5 | 0 |
| Mar 2018 | $271.1M | $97.4M | $173.7M | 5 | 0 |
| Mar 2017 | $222.8M | $82.3M | $140.5M | 5 | 300 |
| Mar 2017 | $222.8M | $82.3M | $140.5M | 5 | 300 |
| Mar 2016 | $188.8M | $91.9M | $96.9M | 5 | 300 |
| Mar 2015 | $151.1M | $84.7M | $66.4M | 5 | 300 |
| Jul 2014 | $154.8M | $85M | $69.8M | 5 | 300 |
| Mar 2014 | $154.8M | $85M | $69.8M | 5 | 300 |
| Mar 2014 | $154.8M | $85M | $69.8M | 5 | 300 |
| Dec 2013 | $122.4M | $66M | $56.4M | 5 | 300 |
| Apr 2013 | $122.4M | $66M | $56.4M | 5 | 300 |
| Mar 2012 | $135.6M | $73M | $62.6M | 1 | 300 |
| Mar 2011 | $136.3M | $73.7M | $62.6M | 5 | -- |
| Mar 2011 | $136.3M | $73.7M | $62.6M | 5 | -- |
| Mar 2010 | $121M | $0 | $121M | 5 | -- |
| Apr 2009 | $54.5M | $46.8M | $7.8M | 5 | -- |
| Apr 2009 | $184M | $0 | $184M | 5 | -- |
| Feb 2008 | $184M | $0 | $184M | 5 | -- |
| Jan 2008 | $184M | $0 | $184M | 5 | -- |
| Oct 2007 | $200M | $0 | $200M | 5 | -- |
| Mar 2007 | $200M | $0 | $200M | 5 | -- |
DateSep 2025
Total AUM$917.8M
Discretionary$230.3M
Non-Disc.$687.4M
Employees12
Clients0
DateMar 2025
Total AUM$917.8M
Discretionary$230.3M
Non-Disc.$687.4M
Employees12
Clients0
DateAug 2024
Total AUM$557M
Discretionary$199.4M
Non-Disc.$357.6M
Employees12
Clients0
DateAug 2024
Total AUM$557M
Discretionary$199.4M
Non-Disc.$357.6M
Employees12
Clients0
DateMar 2024
Total AUM$557M
Discretionary$199.4M
Non-Disc.$357.6M
Employees12
Clients0
DateMar 2023
Total AUM$493.8M
Discretionary$180.3M
Non-Disc.$313.5M
Employees12
Clients0
DateJan 2023
Total AUM$587.4M
Discretionary$231.9M
Non-Disc.$355.5M
Employees12
Clients0
DateApr 2022
Total AUM$587.4M
Discretionary$231.9M
Non-Disc.$355.5M
Employees12
Clients0
DateApr 2022
Total AUM$587.4M
Discretionary$231.9M
Non-Disc.$355.5M
Employees12
Clients0
DateMar 2022
Total AUM$587.4M
Discretionary$231.9M
Non-Disc.$355.5M
Employees5
Clients0
DateMar 2021
Total AUM$467.9M
Discretionary$180.5M
Non-Disc.$287.4M
Employees5
Clients0
DateSep 2020
Total AUM$351.2M
Discretionary$105.4M
Non-Disc.$245.8M
Employees5
Clients0
DateAug 2020
Total AUM$351.2M
Discretionary$105.4M
Non-Disc.$245.8M
Employees5
Clients0
DateAug 2020
Total AUM$351.2M
Discretionary$105.4M
Non-Disc.$245.8M
Employees5
Clients0
DateJun 2020
Total AUM$351.2M
Discretionary$105.4M
Non-Disc.$245.8M
Employees5
Clients0
DateJun 2020
Total AUM$351.2M
Discretionary$105.4M
Non-Disc.$245.8M
Employees5
Clients0
DateApr 2020
Total AUM$351.2M
Discretionary$105.4M
Non-Disc.$245.8M
Employees5
Clients0
DateFeb 2020
Total AUM$256.2M
Discretionary$96.6M
Non-Disc.$159.5M
Employees5
Clients0
DateNov 2019
Total AUM$256.2M
Discretionary$96.6M
Non-Disc.$159.5M
Employees5
Clients0
DateMar 2019
Total AUM$256.2M
Discretionary$96.6M
Non-Disc.$159.5M
Employees5
Clients0
DateApr 2018
Total AUM$271.1M
Discretionary$97.4M
Non-Disc.$173.7M
Employees5
Clients0
DateMar 2018
Total AUM$271.1M
Discretionary$97.4M
Non-Disc.$173.7M
Employees5
Clients0
DateMar 2017
Total AUM$222.8M
Discretionary$82.3M
Non-Disc.$140.5M
Employees5
Clients300
DateMar 2017
Total AUM$222.8M
Discretionary$82.3M
Non-Disc.$140.5M
Employees5
Clients300
DateMar 2016
Total AUM$188.8M
Discretionary$91.9M
Non-Disc.$96.9M
Employees5
Clients300
DateMar 2015
Total AUM$151.1M
Discretionary$84.7M
Non-Disc.$66.4M
Employees5
Clients300
DateJul 2014
Total AUM$154.8M
Discretionary$85M
Non-Disc.$69.8M
Employees5
Clients300
DateMar 2014
Total AUM$154.8M
Discretionary$85M
Non-Disc.$69.8M
Employees5
Clients300
DateMar 2014
Total AUM$154.8M
Discretionary$85M
Non-Disc.$69.8M
Employees5
Clients300
DateDec 2013
Total AUM$122.4M
Discretionary$66M
Non-Disc.$56.4M
Employees5
Clients300
DateApr 2013
Total AUM$122.4M
Discretionary$66M
Non-Disc.$56.4M
Employees5
Clients300
DateMar 2012
Total AUM$135.6M
Discretionary$73M
Non-Disc.$62.6M
Employees1
Clients300
DateMar 2011
Total AUM$136.3M
Discretionary$73.7M
Non-Disc.$62.6M
Employees5
Clients--
DateMar 2011
Total AUM$136.3M
Discretionary$73.7M
Non-Disc.$62.6M
Employees5
Clients--
DateMar 2010
Total AUM$121M
Discretionary$0
Non-Disc.$121M
Employees5
Clients--
DateApr 2009
Total AUM$54.5M
Discretionary$46.8M
Non-Disc.$7.8M
Employees5
Clients--
DateApr 2009
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees5
Clients--
DateFeb 2008
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees5
Clients--
DateJan 2008
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees5
Clients--
DateOct 2007
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees5
Clients--
DateMar 2007
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees5
Clients--