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Asset Management Strategies, Inc.

● SEC registered since 2016CRD 135173SEC# 801-108628Indianapolis, IN
Export (members)
Reg. AUM
$220.2M
Employees
8
Accounts
2,110
Location
Indianapolis, IN

Asset Management Strategies, Inc. assets under management

Asset Management Strategies, Inc. is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2016. It reports $220.2 million in regulatory assets under management and employs 8 people.

Asset Management Strategies, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Anthony Patrick Fiorillo ControlPresident / Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Asset Management Strategies, Inc. manage?

Asset Management Strategies, Inc. reports $220.2 million in regulatory assets under management on its Form ADV.

How many employees does Asset Management Strategies, Inc. have?

Asset Management Strategies, Inc. reports 8 employees.

Where is Asset Management Strategies, Inc. located?

Asset Management Strategies, Inc. is based in Indianapolis, IN and has been SEC-registered since 2016.

Does Asset Management Strategies, Inc. disclose fund performance?

Asset Management Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 E. 96th Street, Suite 500, Indianapolis, IN 46240
Phone3175776912
Fax317-799-1799
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$220.2M▲ 6%
Mar '25 — $207.4MApr '25 — $207.4MMay '25 — $207.4MJun '25 — $207.4MJul '25 — $207.4MAug '25 — $207.4MSep '25 — $207.4MOct '25 — $207.4MNov '25 — $207.4MDec '25 — $207.4MJan '26 — $207.4MFeb '26 — $207.4MMar '26 — $220.2MApr '26 — $220.2MMay '26 — $220.2MJun '26 — $220.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$220.2Mregulatory AUM
Discretionary $220.2M