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Asset Strategy Consultants LLC CRD 110800
$5.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Six North Park Drive Suite 208, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-30 |
Branch Locations
3500 Market Street Suite 102, Camp Hill, PA 17011 • United States
Six North Park Drive Suite 208, Hunt Valley, MD 21030 • United States
3425 Simpson Ferry Rd Suite 204, Camp Hill, PA 17011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-10-08 |
Branch Locations
3425 Simpson Ferry Rd Suite 204, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Strategy Retirement Plan Consultants Llc | Mechanicsburg | PA | 07/2015 | Present |
| Self Employed | Camp Hill | PA | 01/2014 | Present |
| Asset Strategy Consultants | Hunt Valley | MD | 07/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-08 |
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