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    Asset Strategy Advisors

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    Description

    • Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirment plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and estate planning needs. We are a fee based firm specializing in complete fiduciary risk management for retirement plan management, individuals and trustees.
    • location

      Headquarters:24 Superior Drive Suite 101, Natick, Massachusetts, United States

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    • Asset Strategy Advisors phone

      Phone Number: +1 781-235-4426

    • Asset Strategy Advisors website

      Website: https://www.assetstrategyrc.com

    • Asset Strategy Advisors employees

      Employees:12

    • Asset Strategy Advisors revenue

      Revenue:$10 - 50M

    • Asset Strategy Advisors legal name

      Legal Name:Asset Strategy Advisors

    • Asset Strategy Advisors's Social Media

      Asset Strategy Advisors linkedin Asset Strategy Advisors facebook Asset Strategy Advisors twitter
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Director Of Private Wealth for Asset Strategy Advisors

    Sean Whalen

    Director Of Private Wealth

    Person level website visitor identification

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    View Employees

    Sean Whalen

    Director Of Private Wealth

    Wendy Solomon

    Regional Director

    John Gentry

    Director Of Retirement

    Rosario Salamone

    Interim Portfolio Manager

    Frequently Asked Questions regarding Asset Strategy Advisors

    • Where are Asset Strategy Advisors's Headquarters?

      Asset Strategy Advisors's Headquarters are in 24 Superior Drive Suite 101,Natick,Massachusetts,United States

    • What is Asset Strategy Advisors's phone number?

      Asset Strategy Advisors's phone number is +1 781-235-4426

    • What is Asset Strategy Advisors's official website?

      Asset Strategy Advisors's official website is https://www.assetstrategyrc.com

    • What is Asset Strategy Advisors's Revenue?

      Asset Strategy Advisors's revenue is $10 - 50M

    • What is Asset Strategy Advisors's NAICS code?

      Asset Strategy Advisors's NAICS code is 523920

    • How many employees are working in Asset Strategy Advisors

      Asset Strategy Advisors has 12 employees

    • What is Asset Strategy Advisors's Industry?

      Asset Strategy Advisors is in the industry of Investment Management

    • Who is Asset Strategy Advisors's Director Of Private Wealth?

      Asset Strategy Advisors's Director Of Private Wealth is Sean Whalen

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