ASSET MANAGEMENT STRATEGIES, LLC
CRD #150645 SEC #801-70301 LEWISBURG, PA 570-522-1000
SEC Registered
Total AUM
$26.4M
Discretionary
$26.3M
Employees
1
Clients
--
Accounts
109
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 27, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DREESE, BEATRICE, SHAFFER | I | SECRETARY, TREASURER | NA | Control |
| DREESE, BEATRICE, SHAFFER | I | SECRETARY, TREASURER | NA | Control |
| DREESE, BEATRICE, SHAFFER | I | SECRETARY, TREASURER | NA | Control |
| DREESE, RONALD, PAUL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| DREESE, RONALD, PAUL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| DREESE, RONALD, PAUL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| DREESE, RONALD, PAUL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jun 27, 2012 REGISTERED
Notice Filings (1)
PA
Address
115 FARLEY CIRCLE, SUITE 102LEWISBURG, PA 17837
United States
Phone: 570-522-1000