Home  >  BrightScope Advisor Pages  >  Asset Strategy Consultants LLC

help text

Asset Strategy Consultants LLC

Asset Strategy Consultants LLC is a RIA based in Cockeysville, MD with $8B in AUM and with 17 advisors nationwide.

Advisors (17)

help text
Name Start Date
Alfred James Morrison Jul 2010
Andrew Douglas Wethern Sep 2009
Charles Edward Herget Jul 2010
Clark Gregory Frese Mar 2008
Edwin Risdon Boyer Aug 2006
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

help text
$7.6B
Total Assets
110
Accounts
$69.1M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

help text
ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

help text
Name Title Tenure Date
Alfred James Morrison Managing Member & Chief Compliance Officer 07/01/1992
Meehan, John, Francis Member & Director of Research 09/01/2007
Charles Edward Herget Member 07/01/1993

Affiliated Investment Advisors and Broker Dealers

help text

No firm affiliates listed.

Principal Office & Place of Business

help text

Principal Office

Address:
Six North Park Drive
Hunt Valley , MD 21030
Phone Number: 410-528-8282
Other Offices Address City State Zip
5 Commonwealth Road Natick MA 01760-1526
1532 Old Okeechobee Road West Palm Beach FL 33409
1340 Environ Way Chapel Hill NC 27517
4720 Gettysburg Road Mechanicsburg PA 17055

Firm Compensation Arrangements

help text

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Other: ONE-TIME PROJECTS, WITH NEGOTIATED FEE