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Asset Strategy Retirement Plan Consultants, LLC CRD 147982
$116M regulatory AUM 40 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3425 Simpson Ferry Rd Suite 204, Camp Hill, PA 17011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-26 |
| PA | RA | APPROVED | 2018-10-15 |
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 | 07/2018 | Present |
| Asset Strategy Retirement Plan Consultants | Mechanicsburg | PA | 08/2018 | Present |
| Usi Insurance Services | Blue Bell | PA | 10/2011 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-13 |
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