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Asset Management Strategies, Inc. CRD 135173
$220M regulatory AUM 2,110 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
450 E. 96Th Street Suite 500, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-10-10 |
| IN | RA | APPROVED | 2005-05-31 |
Branch Locations
9465 Counselors Row Suite 200, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Strategies, Inc. | Fishers | IN | 05/2005 | Present |
| Iupui - Division Of Continuing Studies | Indianapolis | IN | 04/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-04 |
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