Asset Management Strategies, Inc.
- Regulatory AUM
- $220M
- Discretionary
- $220M
- Clients
- 2,110
- Avg AUM / client
- $104K
- Accounts
- 2,110
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,110 | $220M | 100.0% |
| High net worth individuals | Fewer than 5 clients | $0 | — |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
| Other | Fewer than 5 clients | — | — |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Patrick Fiorillo | President / Chief Compliance Officer | Apr 2005 (21y) | 75% or more | |
| Matthew Joseph Lux | Registered representative | Nov 2014 (12y) | ||
| Jeffrey Alan Gasaway | Registered representative | Feb 2017 (10y) | ||
| Yadira Salinas Garcia | Registered representative | Apr 2017 (9y) | ||
| Loyd Alan Timmons | Registered representative | Aug 2017 (9y) | ||
| Jason Ryan Gregory | Registered representative | Dec 2017 (9y) | ||
| Joyce Ann Smith | Registered representative | Jan 2018 (9y) | ||
| Andrea M Gasaway | Registered representative | Sep 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 930 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗