Asset Strategy Retirement Plan Consultants, LLC
Asset Strategy Retirement Plan Consultants, LLC is an SEC-registered mass-market adviser in Camp Hill, PA with $116.4M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Asset Strategy Retirement Plan Consultants, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147982, SEC 801-113160, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $116.4M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Camp Hill, PA
- Employees
- 5
- Clients
- 242
- CRD
- 147982
- Ownership
- FRESE, CLARK, GREGORY; HEISTAND, STACY, STEPHEN; Macut, Keaton, Tyler; Moody, Neil, Joseph
How much AUM does Asset Strategy Retirement Plan Consultants, LLC have?
Asset Strategy Retirement Plan Consultants, LLC reported $116.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Asset Strategy Retirement Plan Consultants, LLC?
Disclosed owners and executives of Asset Strategy Retirement Plan Consultants, LLC include FRESE, CLARK, GREGORY, HEISTAND, STACY, STEPHEN, Macut, Keaton, Tyler, Moody, Neil, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.