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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $91M | $3.9M | $87.1M | 5 | 40 |
| Feb 2025 | $91M | $3.9M | $87.1M | 5 | 40 |
| Apr 2024 | $75.8M | $3.6M | $72.2M | 5 | 0 |
| Mar 2024 | $75.8M | $3.6M | $72.2M | 5 | 0 |
| Nov 2023 | $62.8M | $3.1M | $59.7M | 5 | 34 |
| Feb 2023 | $62.8M | $3.1M | $59.7M | 5 | 34 |
| Jul 2022 | $62.3M | $3M | $59.3M | 5 | 0 |
| Jan 2022 | $475.7M | $85.9M | $389.8M | 5 | 0 |
| Feb 2021 | $405.9M | $82.4M | $323.5M | 5 | 0 |
| Aug 2020 | $341.1M | $63.3M | $277.9M | 5 | 0 |
| Aug 2020 | $341.1M | $63.3M | $277.9M | 5 | 0 |
| Jun 2020 | $341.1M | $63.3M | $277.9M | 5 | 0 |
| Feb 2020 | $341.1M | $63.3M | $277.9M | 5 | 0 |
| Sep 2019 | $238.6M | $12.3M | $226.3M | 5 | 0 |
| Jan 2019 | $238.6M | $12.3M | $226.3M | 5 | 0 |
| Jan 2019 | $135.2M | $6.8M | $128.5M | 5 | 0 |
| Oct 2018 | $135.2M | $6.8M | $128.5M | 5 | 0 |
| May 2018 | $135.2M | $6.8M | $128.5M | 4 | 0 |
| Apr 2018 | $135.2M | $6.8M | $128.5M | 4 | 0 |
| Feb 2016 | $24.2M | $0 | $24.2M | 4 | 26 |
| Feb 2016 | $24.2M | $0 | $24.2M | 4 | 26 |
| Feb 2016 | $24.2M | $0 | $24.2M | 6 | 26 |
| Jan 2016 | $24.2M | $0 | $24.2M | 6 | 26 |
| Jan 2016 | $24.2M | $0 | $24.2M | 6 | 26 |
| Dec 2015 | $118.2M | $0 | $118.2M | 6 | 26 |
| Oct 2015 | $118.2M | $0 | $118.2M | 6 | 26 |
| Feb 2015 | $118.2M | $0 | $118.2M | 5 | 26 |
| Apr 2014 | $103.7M | $0 | $103.7M | 5 | 26 |
| Jan 2014 | $103.7M | $0 | $103.7M | 5 | 26 |
| Jan 2014 | $103.7M | $0 | $103.7M | 5 | 26 |
| Sep 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| Aug 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| May 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| Apr 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| Apr 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| Mar 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| Jan 2012 | $80.8M | $0 | $80.8M | 1 | 26 |
| May 2011 | $80.8M | $0 | $80.8M | 5 | -- |
| Feb 2011 | $80.8M | $0 | $80.8M | 5 | -- |
| Oct 2009 | $66M | $0 | $66M | 5 | -- |
| Feb 2009 | $66M | $0 | $66M | 5 | -- |
DateFeb 2025
Total AUM$91M
Discretionary$3.9M
Non-Disc.$87.1M
Employees5
Clients40
DateFeb 2025
Total AUM$91M
Discretionary$3.9M
Non-Disc.$87.1M
Employees5
Clients40
DateApr 2024
Total AUM$75.8M
Discretionary$3.6M
Non-Disc.$72.2M
Employees5
Clients0
DateMar 2024
Total AUM$75.8M
Discretionary$3.6M
Non-Disc.$72.2M
Employees5
Clients0
DateNov 2023
Total AUM$62.8M
Discretionary$3.1M
Non-Disc.$59.7M
Employees5
Clients34
DateFeb 2023
Total AUM$62.8M
Discretionary$3.1M
Non-Disc.$59.7M
Employees5
Clients34
DateJul 2022
Total AUM$62.3M
Discretionary$3M
Non-Disc.$59.3M
Employees5
Clients0
DateJan 2022
Total AUM$475.7M
Discretionary$85.9M
Non-Disc.$389.8M
Employees5
Clients0
DateFeb 2021
Total AUM$405.9M
Discretionary$82.4M
Non-Disc.$323.5M
Employees5
Clients0
DateAug 2020
Total AUM$341.1M
Discretionary$63.3M
Non-Disc.$277.9M
Employees5
Clients0
DateAug 2020
Total AUM$341.1M
Discretionary$63.3M
Non-Disc.$277.9M
Employees5
Clients0
DateJun 2020
Total AUM$341.1M
Discretionary$63.3M
Non-Disc.$277.9M
Employees5
Clients0
DateFeb 2020
Total AUM$341.1M
Discretionary$63.3M
Non-Disc.$277.9M
Employees5
Clients0
DateSep 2019
Total AUM$238.6M
Discretionary$12.3M
Non-Disc.$226.3M
Employees5
Clients0
DateJan 2019
Total AUM$238.6M
Discretionary$12.3M
Non-Disc.$226.3M
Employees5
Clients0
DateJan 2019
Total AUM$135.2M
Discretionary$6.8M
Non-Disc.$128.5M
Employees5
Clients0
DateOct 2018
Total AUM$135.2M
Discretionary$6.8M
Non-Disc.$128.5M
Employees5
Clients0
DateMay 2018
Total AUM$135.2M
Discretionary$6.8M
Non-Disc.$128.5M
Employees4
Clients0
DateApr 2018
Total AUM$135.2M
Discretionary$6.8M
Non-Disc.$128.5M
Employees4
Clients0
DateFeb 2016
Total AUM$24.2M
Discretionary$0
Non-Disc.$24.2M
Employees4
Clients26
DateFeb 2016
Total AUM$24.2M
Discretionary$0
Non-Disc.$24.2M
Employees4
Clients26
DateFeb 2016
Total AUM$24.2M
Discretionary$0
Non-Disc.$24.2M
Employees6
Clients26
DateJan 2016
Total AUM$24.2M
Discretionary$0
Non-Disc.$24.2M
Employees6
Clients26
DateJan 2016
Total AUM$24.2M
Discretionary$0
Non-Disc.$24.2M
Employees6
Clients26
DateDec 2015
Total AUM$118.2M
Discretionary$0
Non-Disc.$118.2M
Employees6
Clients26
DateOct 2015
Total AUM$118.2M
Discretionary$0
Non-Disc.$118.2M
Employees6
Clients26
DateFeb 2015
Total AUM$118.2M
Discretionary$0
Non-Disc.$118.2M
Employees5
Clients26
DateApr 2014
Total AUM$103.7M
Discretionary$0
Non-Disc.$103.7M
Employees5
Clients26
DateJan 2014
Total AUM$103.7M
Discretionary$0
Non-Disc.$103.7M
Employees5
Clients26
DateJan 2014
Total AUM$103.7M
Discretionary$0
Non-Disc.$103.7M
Employees5
Clients26
DateSep 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateAug 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateMay 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateApr 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateApr 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateMar 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateJan 2012
Total AUM$80.8M
Discretionary$0
Non-Disc.$80.8M
Employees1
Clients26
DateMay 2011
Total AUM$80.8M
Discretionary$0
Non-Disc.$80.8M
Employees5
Clients--
DateFeb 2011
Total AUM$80.8M
Discretionary$0
Non-Disc.$80.8M
Employees5
Clients--
DateOct 2009
Total AUM$66M
Discretionary$0
Non-Disc.$66M
Employees5
Clients--
DateFeb 2009
Total AUM$66M
Discretionary$0
Non-Disc.$66M
Employees5
Clients--