Asset Management Strategies, Inc.
● SEC registered since 2016CRD 135173SEC# 801-108628Indianapolis, IN
Reg. AUM
$220.2M
Employees
8
Accounts
2,110
Location
Indianapolis, IN
About Asset Management Strategies
Asset Management Strategies is a proactive advisory practice offering asset optimization, retirement planning, financial planning, and tax minimization. It positions itself as more engaged than check-in-only advisors, with ongoing guidance across clients’ financial lives.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Patrick Fiorillo Control | President / Chief Compliance Officer | Over 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
| Address | 450 E. 96th Street, Suite 500, Indianapolis, IN 46240 |
| Phone | 3175776912 |
| Fax | 317-799-1799 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$220.2M▲ 6%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 47%
More than 53% of 16,799 advisers
Assets under management
$220.2Mregulatory AUM
Discretionary $220.2M