RIA Intel›Advisers›Illinois›ASSET STRATEGIES,INC

ASSET STRATEGIES,INC

Advisory

LISLE, IL

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

Rank in IL
#1,158
of 1,719 advisers by AUM
Average account
$313K
across 191 accounts
AUM per adviser
$12M
5 advisers

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

Total AUM
$60M
Discretionary %
98.4%
Clients
193
Employees
7

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$60M
Discretionary AUM$59M
Non-Discretionary AUM$984K
Discretionary %98.4%
Total Clients193
Team
Total Employees7
Investment Advisers5
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, GA, IL, IN, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC
BARRINGTON, IL
$60M
BARCLAY GROUP INC
CHICAGO, IL
$60M
+15.8% 1Y
AVIVA INVESTORS AMERICAS LLC
CHICAGO, IL
$59M
-99.1% 1Y
ARAGORN MANAGERS LLC
CHICAGO, IL
$59M
INVESTMENT ADVISORS GROUP, LLC
JACKSONVILLE, IL
$60M
TMF CAPITAL MANAGEMENT LLC
CHICAGO, IL
$61M
-13.8% 1Y

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