Anmelden Kostenlos registrieren

Aslan Asset Strategies LLC (Gig Harbor)


Aslan Asset Strategies LLC is a large advisory firm based in Gig Harbor. It manages $274.13 million of regulatory assets for 750 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Washington.

Logo

Aslan Asset Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aslan Asset Strategies: assets under management

The assets under management (AUM) of Aslan Asset Strategies LLC is $274.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $274.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aslan Asset Strategies LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Gig Harbor

The principal office where Aslan Asset Strategies LLC performs its advisory services is located at 5202 Olympic Drive Nw #A101, Gig Harbor, WA 98335, which is also the mailing address of the firm. An additional office of the firm is in Redwood City, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 253-853-4900 or by fax 253-851-8819. The normal business hours are 7:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.aslanasset.com.


Registered investment advisers similar to Aslan Asset Strategies LLC