RIA Intelligence

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

CRD #147982 SEC #801-113160 CAMP HILL, PA (717) 602-1100
SEC Registered
Total AUM
$91M
Discretionary
$3.9M
Employees
5
Clients
101
Accounts
488

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
FRESE, CLARK, GREGORYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
HEISTAND, STACY, STEPHENICHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Macut, Keaton, TylerIOWNER, FINANCIAL ADVISOR AND PARTNERC Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control
Moody, Neil, JosephIDIRECTOR OF OPERATIONS, PARTNERA Control

Registrations

Federal

IA
Feb 11, 2025 REGISTERED

Notice Filings (5)

FL MD NH PA TX

Address

3500 MARKET STREET, SUITE 102
CAMP HILL, PA 17011
United States
Phone: (717) 602-1100