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ASSET MANAGEMENT STRATEGIES, INC.

INDIANAPOLIS, IN · CRD 135173 · IAPD ↗ · amsria.com · 3175776912

$220.2MRegulatory AUM
8Advisory reps
8Employees
2110Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — ASSET MANAGEMENT STRATEGIES, INC. reported RAUM up 26% ($146.9M -> $185.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.