Personal Asset Strategies, Inc.
● SEC registered since 2004CRD 128627SEC# 801-63578Westbury, NY
Reg. AUM
$50.6M
Employees
3
Accounts
107
Location
Westbury, NY
Personal Asset Strategies, Inc. assets under management
Personal Asset Strategies, Inc. is a registered investment adviser overseen by the SEC based in Westbury, NY. The firm has been registered since 2004. It reports $50.6 million in regulatory assets under management and employs 3 people.
Personal Asset Strategies, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Bruce Garber Control | Chief Compliance Officer, Secretary And Director | Under 5% | 1991 |
| Lonnie Milder Garber Control | President And Director | Over 75% | 1991 |
Frequently asked questions
How much does Personal Asset Strategies, Inc. manage?
Personal Asset Strategies, Inc. reports $50.6 million in regulatory assets under management on its Form ADV.
How many employees does Personal Asset Strategies, Inc. have?
Personal Asset Strategies, Inc. reports 3 employees.
Where is Personal Asset Strategies, Inc. located?
Personal Asset Strategies, Inc. is based in Westbury, NY and has been SEC-registered since 2004.
Does Personal Asset Strategies, Inc. disclose fund performance?
Personal Asset Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 Stewart Avenue, Suite 204, Westbury, NY 11590 |
| Phone | 516-248-8811 |
| Fax | 516-248-1183 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$50.6M▲ 26%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$50.6Mregulatory AUM
Discretionary $50.6M