ASSET STRATEGIES, INC

ASSET STRATEGIES, INC of LISLE, IL is an SEC-registered investment adviser (CRD 104512). Regulatory assets under management: $59.7M.

Registration

• CRD: 104512
• Type: Registered investment adviser
• Location: 4722 MAIN ST., LISLE, IL, 60532
• Phone: 630-241-1122
• Latest filing: 2026-03-26
• Regulatory AUM: $59.7M
• Discretionary AUM: $58.7M
• Non-discretionary AUM: $984K
• Clients: 7
• Accounts: 191

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 104512 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search