Asset Strategy Consultants
Finance · Maryland, United States · 11-50 Employees
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Overview
Headquarters
6 N Park Dr Ste 208, Hunt Valley, Maryla...Phone Number
(410) 528-8282Revenue
$7.3 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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2
1
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2
About Asset Strategy Consultants
Asset Strategy Consultants (ASC) is an independent, employee-owned investment advisor based in Maryland, managing over $5.4 billion in client assets. Founded in 1991, ASC specializes in customized, goals-based investment services for middle-market endowments, foundations, and families. The firm offers a range of services including Institutional Consulting, Outsourced Investment Office, and Private Wealth management, focusing on fiduciary responsibilities and tailored advice. With a commitment to unbiased investment advisory services, ASC aims to align the interests of owners, employees, and clients through a conflict-free business model.Explore more
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Activity Insights
Asset Strategy Consultants is experiencing very low activity levels compared to other companies in the Finance sector.
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Asset Strategy Consultants financials insights
Gather financial insights about Asset Strategy Consultants, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Asset Strategy Consultants Tech Stack
A closer look at the technologies used by Asset Strategy Consultants
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Most Recent Scoops
Project
A high-level source in the finance department has indicated that the organization is focusing on migrating to a new database provider.
Migration, Database
Project
A high-level source in financial planning has indicated that the organization is planning to begin initiatives related to asset management within three months.
Asset Management, Financial Planning
Project
A high-level source in financial planning has indicated that the organization is in the midst of initiatives related to customer relationship management (CRM). Asset Strategy Consultants is currently evaluating vendors to support these efforts.
CRM, Financial Planning
Project
A high-level source in financial planning has indicated that the organization is in the midst of initiatives related to board reporting.
Financial Planning
Mergers & Acquisitions (M&A)
Asset Strategy Consultants News & Media
Asset Strategy Consultants Deepens Investment Office and Private Wealth Services
BALTIMORE--(BUSINESS WIRE)--Asset Strategy Consultants welcomes Juan Buendia to its Hunt Valley headquarters as Senior Client Advisor.Asset Strategy Consultants Expands Wealth Management Capabilities
BALTIMORE--(BUSINESS WIRE)--Hunt Valley-based Asset Strategy Consultants has acquired Baltimore-based Belay Group and appointed its president Tony King as head of private wealthBaltimore-Based Asset Strategy Consultants Expands Leadership Team, Names Anne B. Hernandez as First Female Partner
BALTIMORE--(BUSINESS WIRE)--Baltimore-Based Asset Strategy Consultants Expands Leadership Team, Names Anne B. Hernandez as First Female PartnerAsset Strategy Consultants Expands Outsourced CIO Services
BALTIMORE--(BUSINESS WIRE)--Asset Strategy Consultants Expands Outsourced CIO Services
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Frequently Asked Questions Regarding Asset Strategy Consultants
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Asset Strategy Consultants (ASC) is an independent, employee-owned investment advisor based in Maryland, managing over $5.4 billion in client assets. Founded in 1991, ASC specializes in customized, goals-based investment services for middle-market endowments, foundations, and families. The firm offers a range of services including Institutional Con... Read More
