ASSET MANAGEMENT STRATEGIES, INC.

ASSET MANAGEMENT STRATEGIES, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 135173). Regulatory assets under management: $220.2M.

Registration

• CRD: 135173
• SEC file number: 801-108628
• Type: Registered investment adviser
• Location: 450 E. 96TH STREET, SUITE 500, INDIANAPOLIS, IN, 46240
• Phone: 3175776912
• Latest filing: 2026-03-31
• Regulatory AUM: $220.2M
• Discretionary AUM: $220.2M
• Clients: 8
• Accounts: 2,110

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135173 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search