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PERSONAL ASSET STRATEGIES, INC.

CRD 128627 · SEC 801-63578

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1600 STEWART AVENUE, SUITE 204, WESTBURY, NY, 11590, United States

Phone

516-248-8811

Fax

516-248-1183

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$50.6M

Discretionary AUM

$50.6M

Team

3 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals22$9.8M
High net worth individuals18$30.5M

States served

MA, NY, FL

All web addresses on file

Official SEC filing: View on IAPD