RIA Intel›Advisers›Colorado›ASSET STRATEGIES GROUP, LLC

ASSET STRATEGIES GROUP, LLC

Advisory

HIGHLANDS RANCH, CO

Data as of Jun 26, 2026 · Source: SEC Form ADV

Rank in CO

#629

of 720 advisers by AUM

Average account

$216K

across 284 accounts

AUM per adviser

$20M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$61M

Discretionary AUM$0

Non-Discretionary AUM$61M

Discretionary %0%

Total Clients81

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, WY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

81 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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