Active
ASSET STRATEGY ADVISORS, LLC
Investment Advice|NATICK, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$917.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 230.3M |
| Non-Discretionary | 687.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 139879 |
| SEC Number | 801-66549 |
| Street Address | 24 SUPERIOR DRIVE |
| Street Address 2 | SUITE 101 |
| Location | NATICK, MA 01760-1535 |
| Country | United States |
| Phone | 781-235-4426 |
| Fax | 781-222-3002 |
| Total Employees | 12 |
Client Count by Type (544 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 372 |
| Individuals (other than H… | 151 |
| Pension/Profit Sharing Pl… | 21 |
Community Partners
ANDCRUZ LLC
BELMONT MUNICIPAL LIGHT DEPARTMENT
CITY OF CAMBRIDGE
CITY OF EVERETT
CITY OF FRAMINGHAM
CITY OF LOWELL
CITY OF MALDEN
CITY OF MARLBOROUGH
CITY OF MEDFORD
CITY OF NEWTON
CITY OF NEWTON, MASSACHUSETTS
CITY OF SOMERVILLE
CITY OF WALTHAM
CITY OF WATERTOWN
CITY OF WOBURN
COMMONWEALTH OF MASSACHUSETTS
EVERETT CHAMBER OF COMMERCE INC.
HOWARD RICHARD
LABLUH ESTHETICS INSTITUTE CORP
MARLBOROUGH COMMUNITY DEVELOPMENT
ANDCRUZ LLC
BELMONT MUNICIPAL LIGHT DEPARTMENT
CITY OF CAMBRIDGE
CITY OF EVERETT
CITY OF FRAMINGHAM
CITY OF LOWELL
CITY OF MALDEN
CITY OF MARLBOROUGH
CITY OF MEDFORD
CITY OF NEWTON
CITY OF NEWTON, MASSACHUSETTS
CITY OF SOMERVILLE
CITY OF WALTHAM
CITY OF WATERTOWN
CITY OF WOBURN
COMMONWEALTH OF MASSACHUSETTS
EVERETT CHAMBER OF COMMERCE INC.
HOWARD RICHARD
LABLUH ESTHETICS INSTITUTE CORP
MARLBOROUGH COMMUNITY DEVELOPMENT
ANDCRUZ LLC
BELMONT MUNICIPAL LIGHT DEPARTMENT
CITY OF CAMBRIDGE
CITY OF EVERETT
CITY OF FRAMINGHAM
CITY OF LOWELL
CITY OF MALDEN
CITY OF MARLBOROUGH
CITY OF MEDFORD
CITY OF NEWTON
CITY OF NEWTON, MASSACHUSETTS
CITY OF SOMERVILLE
CITY OF WALTHAM
CITY OF WATERTOWN
CITY OF WOBURN
COMMONWEALTH OF MASSACHUSETTS
EVERETT CHAMBER OF COMMERCE INC.
HOWARD RICHARD
LABLUH ESTHETICS INSTITUTE CORP
MARLBOROUGH COMMUNITY DEVELOPMENT
Municipal Government
57 Active
57
Organizations
ACTON HOUSING AUTHORITY
ACTON WATER SUPPLY DISTRICT
ARLINGTON HOUSING AUTHORITY
ASHLAND HOUSING AUTHORITY
AYER HOUSING AUTHORITY
BEDFORD HOUSING AUTHORITY
BELMONT HOUSING AUTHORITY
BILLERICA HOUSING AUTHORITY
BURLINGTON HOUSING AUTHORITY
CAMBRIDGE HOUSING AUTHORITY
CARLISLE HOUSING AUTHORITY
CHELMSFORD HOUSING AUTHORITY
CHELMSFORD WATER DISTRICT
CITY OF MELROSE HOUSING AUTHORITY
CONCORD HOUSING AUTHORITY
DRACUT HOUSING AUTHORITY
DRACUT WATER SUPPY DISTRICT
EAST CHELMSFORD WATER DISTRICT
EVERETT HOUSING AUTHORITY
FRAMINGHAM HOUSING
ACTON HOUSING AUTHORITY
ACTON WATER SUPPLY DISTRICT
ARLINGTON HOUSING AUTHORITY
ASHLAND HOUSING AUTHORITY
AYER HOUSING AUTHORITY
BEDFORD HOUSING AUTHORITY
BELMONT HOUSING AUTHORITY
BILLERICA HOUSING AUTHORITY
BURLINGTON HOUSING AUTHORITY
CAMBRIDGE HOUSING AUTHORITY
CARLISLE HOUSING AUTHORITY
CHELMSFORD HOUSING AUTHORITY
CHELMSFORD WATER DISTRICT
CITY OF MELROSE HOUSING AUTHORITY
CONCORD HOUSING AUTHORITY
DRACUT HOUSING AUTHORITY
DRACUT WATER SUPPY DISTRICT
EAST CHELMSFORD WATER DISTRICT
EVERETT HOUSING AUTHORITY
FRAMINGHAM HOUSING
ACTON HOUSING AUTHORITY
ACTON WATER SUPPLY DISTRICT
ARLINGTON HOUSING AUTHORITY
ASHLAND HOUSING AUTHORITY
AYER HOUSING AUTHORITY
BEDFORD HOUSING AUTHORITY
BELMONT HOUSING AUTHORITY
BILLERICA HOUSING AUTHORITY
BURLINGTON HOUSING AUTHORITY
CAMBRIDGE HOUSING AUTHORITY
CARLISLE HOUSING AUTHORITY
CHELMSFORD HOUSING AUTHORITY
CHELMSFORD WATER DISTRICT
CITY OF MELROSE HOUSING AUTHORITY
CONCORD HOUSING AUTHORITY
DRACUT HOUSING AUTHORITY
DRACUT WATER SUPPY DISTRICT
EAST CHELMSFORD WATER DISTRICT
EVERETT HOUSING AUTHORITY
FRAMINGHAM HOUSING
Special District
63 Active
63
Organizations
ACTON-BOXBOROUGH REG SCH DIST
AMSA CHARTER SCHOOL
ARLINGTON PUBLIC SCHOOLS
ASHLAND PUBLIC SCH
ASSABET VALLEY VOCATIONAL TECH REG SCH
AYER-SHIRLEY REGIONAL SCHOOL DISTRICT
BEDFORD TOWN SCH
BELMONT TOWN SCH
BILLERICA TOWN SCH
BURLINGTON PUBLIC SCH
CAMBRIDGE CITY SCHOOLS
CAMBRIDGE PUBLIC SCHOOL
CARLISLE TOWN SCHOOL
CHELMSFORD TOWN SCHOOLS
CHRISTA MCAULIFFE CHARTER SCHOOL
CITY OF MELROSE
COMM-NORTHEAST METRO REG VOC SCHOOL
CONCORD-CARLISLE REG HIGH SCHOOL DIST
CONCORD PUBLIC SCH
DRACUT TOWN SCH
ACTON-BOXBOROUGH REG SCH DIST
AMSA CHARTER SCHOOL
ARLINGTON PUBLIC SCHOOLS
ASHLAND PUBLIC SCH
ASSABET VALLEY VOCATIONAL TECH REG SCH
AYER-SHIRLEY REGIONAL SCHOOL DISTRICT
BEDFORD TOWN SCH
BELMONT TOWN SCH
BILLERICA TOWN SCH
BURLINGTON PUBLIC SCH
CAMBRIDGE CITY SCHOOLS
CAMBRIDGE PUBLIC SCHOOL
CARLISLE TOWN SCHOOL
CHELMSFORD TOWN SCHOOLS
CHRISTA MCAULIFFE CHARTER SCHOOL
CITY OF MELROSE
COMM-NORTHEAST METRO REG VOC SCHOOL
CONCORD-CARLISLE REG HIGH SCHOOL DIST
CONCORD PUBLIC SCH
DRACUT TOWN SCH
ACTON-BOXBOROUGH REG SCH DIST
AMSA CHARTER SCHOOL
ARLINGTON PUBLIC SCHOOLS
ASHLAND PUBLIC SCH
ASSABET VALLEY VOCATIONAL TECH REG SCH
AYER-SHIRLEY REGIONAL SCHOOL DISTRICT
BEDFORD TOWN SCH
BELMONT TOWN SCH
BILLERICA TOWN SCH
BURLINGTON PUBLIC SCH
CAMBRIDGE CITY SCHOOLS
CAMBRIDGE PUBLIC SCHOOL
CARLISLE TOWN SCHOOL
CHELMSFORD TOWN SCHOOLS
CHRISTA MCAULIFFE CHARTER SCHOOL
CITY OF MELROSE
COMM-NORTHEAST METRO REG VOC SCHOOL
CONCORD-CARLISLE REG HIGH SCHOOL DIST
CONCORD PUBLIC SCH
DRACUT TOWN SCH
School District
69 Active
69
Organizations
013 GREATER BOSTON CHAPTER OF TROUT UNLIMITED
088 SQUAN-A-TISSIT CHAPTER OF TROUT UNLIMITED
1001 DIVERSE BOOKS INC
101 FOUNDATION INC
128 LACROSSE INC
12 METRE BY DESIGN LTD
176
178 COTTAGE STREET
182D INFANTRY ASSOCIATION
1997 John & Mary Murphy Educational Foundation
19 COURT STREET CONDOMINIUM TRUST
1EDTECH CONSORTIUM INC
1for3org Inc
1st Battalion 25th Marines Association Inc
22 SCHOLARSHIP FUND
262 FOUNDATION INC
2B1 CORPORATION
2ND START INC
3-21 FOUNDATION
33 TOUCHDOWN CLUB INC
013 GREATER BOSTON CHAPTER OF TROUT UNLIMITED
088 SQUAN-A-TISSIT CHAPTER OF TROUT UNLIMITED
1001 DIVERSE BOOKS INC
101 FOUNDATION INC
128 LACROSSE INC
12 METRE BY DESIGN LTD
176
178 COTTAGE STREET
182D INFANTRY ASSOCIATION
1997 John & Mary Murphy Educational Foundation
19 COURT STREET CONDOMINIUM TRUST
1EDTECH CONSORTIUM INC
1for3org Inc
1st Battalion 25th Marines Association Inc
22 SCHOLARSHIP FUND
262 FOUNDATION INC
2B1 CORPORATION
2ND START INC
3-21 FOUNDATION
33 TOUCHDOWN CLUB INC
013 GREATER BOSTON CHAPTER OF TROUT UNLIMITED
088 SQUAN-A-TISSIT CHAPTER OF TROUT UNLIMITED
1001 DIVERSE BOOKS INC
101 FOUNDATION INC
128 LACROSSE INC
12 METRE BY DESIGN LTD
176
178 COTTAGE STREET
182D INFANTRY ASSOCIATION
1997 John & Mary Murphy Educational Foundation
19 COURT STREET CONDOMINIUM TRUST
1EDTECH CONSORTIUM INC
1for3org Inc
1st Battalion 25th Marines Association Inc
22 SCHOLARSHIP FUND
262 FOUNDATION INC
2B1 CORPORATION
2ND START INC
3-21 FOUNDATION
33 TOUCHDOWN CLUB INC
Nonprofit Organization
10951 Active
10951
Organizations
Community Partners200 organizations
ANDCRUZ LLC
Municipal Government·LOWELL
BELMONT MUNICIPAL LIGHT DEPARTMENT
Municipal Government·BELMONT
CITY OF CAMBRIDGE
Municipal Government·CAMBRIDGE
CITY OF FRAMINGHAM
Municipal Government·FRAMINGHAM
CITY OF LOWELL
Municipal Government·LOWELL
CITY OF MALDEN
Municipal Government·MALDEN
CITY OF MARLBOROUGH
Municipal Government·MARLBOROUGH
CITY OF MEDFORD
Municipal Government·MEDFORD
CITY OF NEWTON
Municipal Government·WEST NEWTON
CITY OF NEWTON, MASSACHUSETTS
Municipal Government·NEWTON CENTRE
CITY OF WOBURN
Municipal Government·WOBURN
COMMONWEALTH OF MASSACHUSETTS
Municipal Government·WOBURN
EVERETT CHAMBER OF COMMERCE INC.
Municipal Government·EVERETT
HOWARD RICHARD
Municipal Government·WINCHESTER
LABLUH ESTHETICS INSTITUTE CORP
Municipal Government·WOBURN
MARLBOROUGH COMMUNITY DEVELOPMENT
Municipal Government·MARLBOROUGH
TOWN OF ACTON MASSACHUSETTS
Municipal Government·ACTON
TOWN OF AYER
Municipal Government·AYER
TOWN OF BILLERICA
Municipal Government·BILLERICA
TOWN OF BOXBOROUGH
Municipal Government·BOXBOROUGH
TOWN OF CHELMSFORD
Municipal Government·CHELMSFORD
TOWN OF CONCORD
Municipal Government·CONCORD
TOWN OF DUNSTABLE
Municipal Government·DUNSTABLE
TOWN OF LEXINGTON
Municipal Government·LEXINGTON
TOWN OF PEPPERELL
Municipal Government·PEPPERELL
TOWN OF SHERBORN
Municipal Government·SHERBORN
TOWN OF SHIRLEY
Municipal Government·SHIRLEY
TOWN OF STONEHAM POLICE DEPARTMENT
Municipal Government·STONEHAM
TOWN OF STOW
Municipal Government·STOW
TOWN OF TOWNSEND
Municipal Government·TOWNSEND
ARLINGTON HOUSING AUTHORITY
Special District·ARLINGTON
ASHLAND HOUSING AUTHORITY
Special District·ASHLAND
AYER HOUSING AUTHORITY
Special District·AYER
BELMONT HOUSING AUTHORITY
Special District·BELMONT
BURLINGTON HOUSING AUTHORITY
Special District·BURLINGTON
CITY OF MELROSE HOUSING AUTHORITY
Special District·MELROSE
DRACUT HOUSING AUTHORITY
Special District·DRACUT
DRACUT WATER SUPPY DISTRICT
Special District·DRACUT
EAST CHELMSFORD WATER DISTRICT
Special District·CHELMSFORD
EVERETT HOUSING AUTHORITY
Special District·EVERETT
FRAMINGHAM HOUSING
Special District·FRAMINGHAM
GROTON HOUSING AUTHORITY
Special District·GROTON
HOLLISTON HOUSING AUTHORITY
Special District·HOLLISTON
HOPKINTON HOUSING AUTHORITY
Special District·HOPKINTON
LITTLETON HOUSING AUTHORITY
Special District·LITTLETON
LOWELL HOUSING AUTHORITY
Special District·LOWELL
LOWELL REGIONAL TRANSIT AUTHORITY
Special District·LOWELL
MALDEN HOUSING AUTHORITY
Special District·MALDEN
MAYNARD HOUSING AUTHORITY
Special District·MAYNARD
MEDFORD HOUSING AUTHORITY
Special District·MEDFORD
NORTHERN MIDDLESEX COUNCIL OF GOVERNMENTS
Special District·LOWELL
NORTH READING HOUSING AUTHORITY
Special District·NORTH READING
PEPPERELL HOUSING AUTHORITY
Special District·PEPPERELL
READING HOUSING AUTHORITY
Special District·READING
SHIRLEY VILLAGE WATER DISTRICT
Special District·SHIRLEY
STONEHAM HOUSING AUTHORITY
Special District·STONEHAM
STOW HOUSING AUTHORITY
Special District·HUDSON
SUDBURY HOUSING AUTHORITY
Special District·SUDBURY
TEWKSBURY HOUSING AUTHORITY
Special District·TEWKSBURY
TOWN OF DRACUT WATER SUPPLY DISTRICT
Special District·DRACUT
TOWNSEND HOUSING AUTHORITY
Special District·TOWNSEND
AMSA CHARTER SCHOOL
School District·MARLBOROUGH
AYER-SHIRLEY REGIONAL SCHOOL DISTRICT
School District·AYER
CAMBRIDGE PUBLIC SCHOOL
School District·CAMBRIDGE
CHRISTA MCAULIFFE CHARTER SCHOOL
School District·FRAMINGHAM
COMM-NORTHEAST METRO REG VOC SCHOOL
School District·WAKEFIELD
INNOVATION ACADEMY CHARTER SCHOOL
School District·TYNGSBORO
LATINOS UNIDOS EN MASSACHUSETTS, INC
School District·EVERETT
MARLBOROUGH PUBLIC SCHS
School District·MARLBOROUGH
MELROSE PUBLIC SCHS
School District·MELROSE
PROSPECT HILL ACADEMY CHARTER SCHOOL
School District·SOMERVILLE
013 GREATER BOSTON CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·FRAMINGHAM
088 SQUAN-A-TISSIT CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PEPPERELL
1001 DIVERSE BOOKS INC
Nonprofit Organization·Somerville
101 FOUNDATION INC
Nonprofit Organization·WOBURN
128 LACROSSE INC
Nonprofit Organization·NEWTON
12 METRE BY DESIGN LTD
Nonprofit Organization·Dover
176
Nonprofit Organization·TEWKSBURY
178 COTTAGE STREET
Nonprofit Organization·Everett
182D INFANTRY ASSOCIATION
Nonprofit Organization·melrose
1997 John & Mary Murphy Educational Foundation
Nonprofit Organization·Winchester
19 COURT STREET CONDOMINIUM TRUST
Nonprofit Organization·Newton
1EDTECH CONSORTIUM INC
Nonprofit Organization·LEXINGTON
1for3org Inc
Nonprofit Organization·WINCHESTER
1st Battalion 25th Marines Association Inc
Nonprofit Organization·Wilmington
22 SCHOLARSHIP FUND
Nonprofit Organization·WOBURN
262 FOUNDATION INC
Nonprofit Organization·HOPKINTON
2B1 CORPORATION
Nonprofit Organization·CAMBRIDGE
2ND START INC
Nonprofit Organization·WAYLAND
3-21 FOUNDATION
Nonprofit Organization·CAMBRIDGE
33 TOUCHDOWN CLUB INC
Nonprofit Organization·WATERTOWN
376 WEST FOURTH STREET APARTMENTS INC
Nonprofit Organization·Newton
3L Place Inc
Nonprofit Organization·Somerville
412 INC
Nonprofit Organization·Medford
440K PROJECT INC
Nonprofit Organization·NATICK
47 Palmer Inc
Nonprofit Organization·Cambridge
48 GARDEN STREET TRUST
Nonprofit Organization·BEDFORD
4FS SOCIAL CLUB
Nonprofit Organization·Wakefield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Watertown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shirley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Townsend
51 WALDEN INC
Nonprofit Organization·CONCORD
585 Arts Inc
Nonprofit Organization·Cambridge
5a5b Foundation
Nonprofit Organization·Cambridge
5 STAR BAND
Nonprofit Organization·BURLINGTON
5TH MASS BATTERY E LIGHT ARTILLERY ARMY OF POTOMAC INC
Nonprofit Organization·Marlborough
75 CROSS LLC
Nonprofit Organization·SOMERVILLE
76 MOUNT AUBURN STREET INC
Nonprofit Organization·CAMBRIDGE
808-812 TENANTS ASSOCIATION INC
Nonprofit Organization·Cambridge
86 WASTE INC
Nonprofit Organization·SOMERVILLE
A2B FOUNDATION INC
Nonprofit Organization·NORTH READING
A2EMPOWERMENT
Nonprofit Organization·Arlington
AAA ALL-AMERICAN CATS INC
Nonprofit Organization·NEWTON CENTER
AAPAC INC
Nonprofit Organization·CAMBRIDGE
AAUP AT HARVARD
Nonprofit Organization·Cambridge
AAVSO
Nonprofit Organization·CAMBRIDGE
AAWAD QASH INC
Nonprofit Organization·Wakefield
AAWESOMEKIDSORG INC
Nonprofit Organization·BILLERICA
AB ALUMNI SCHOLARSHIP FUND
Nonprofit Organization·Acton
ABC MASSACHUSETTS BUILDING OUR
Nonprofit Organization·WOBURN
Aberjona Post 3719 Veterans of Foreign Wars
Nonprofit Organization·Winchester