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Strategic Asset Services

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website strategicasassets.net
Client types

Overview

Strategic Asset Services is a New York–based independent advisory practice serving individuals, families, and small to mid-sized businesses. The firm focuses on comprehensive financial planning that integrates investment management, retirement strategies, insurance solutions, and employee benefit consulting. Strategic Asset Services is led by experienced financial consultants who position themselves as conscientious and independent-minded, emphasizing education and long-term planning over product sales. Investment advice is delivered through Private Advisor Group, a registered investment adviser, while brokerage and securities transactions are handled via LPL Financial. The practice aims to help clients organize their financial lives, manage risk, and pursue multi-decade wealth goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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