firm profile
Asset Strategy Consultants LLC
Overview
Asset Strategy Consultants LLC is an SEC registered investment adviser based in Hunt Valley, MD, registered since 1998. It reports $5.2B in assets under management across 48 accounts, with 14 employees. It has 4 investment adviser representatives.
- Reported AUM
- $5.2B
- Discretionary
- 8%
- Accounts
- 48
- Average account
- $107M
- Employees
- 14
- Advisory reps
- 4
- Registered since
- 1998
- Jurisdictions
- 4
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 7
- Juan Manuel Buendia Co-Managing Partner, Director of Client Advisory CRD 1612609
- Andrew William Conner Partner, Chief Investment Officer CRD 7003395
- John Francis Meehan Partner, Chief Compliance Officer CRD 5427246
4 more executive officers, with direct contact details
Advisory reps 3 of 4
- Edwin Risdon Boyer III Investment Adviser Rep CRD 807505
- Juan Manuel Buendia Investment Adviser Rep CRD 1612609
- Andrew William Conner Investment Adviser Rep CRD 7003395
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 6 North Park Dr Ste 208
Hunt Valley, MD 21030 - County
- Baltimore
- Metro area
- Baltimore-Columbia-Towson, MD
- Region
- South
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: assetstrategyconsultants.com
Every state, with registration dates
Similar firms near Hunt Valley
- G10 LLCHunt Valley, MD$4.9B AUM
- Verdence Capital Advisors, LLCHunt Valley, MD$4.6B AUM
- Cornerstone AdvisoryHunt Valley, MD$2.2B AUM
- SC&H WealthHunt Valley, MD$1.2B AUM
- Financial ConsulateHunt Valley, MD$1.1B AUM
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