Asset Strategies, INC

Financial planning in Lisle, IL

State registeredNo commissions reported

Call (630) 241-1122 Send a message Map ↗

Public-record details

Address: 4722 Main St., Lisle, IL 60532
Phone: (630) 241-1122
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Asset Strategies,inc
CRD number: 104512
Registration: State registered: FL, GA, IL, IN, OH
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $59.7 million
Accounts managed: 191
Clients reported (Form ADV 5.D): 193
Individual / high-net-worth clients: 191 / 0
Employees: 7
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-03-26

State registered (FL, GA, IL…) investment adviser, CRD 104512, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 104512 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Lisle

Blackwatch Financial Group, LLC4200 Commerce Court, Suite 310 · Lisle, IL 60532 · (630) 380-9430 · Financial planningCRD 327684 · % of assets, Hourly charges · $28.3 million AUMState registeredNo commissions reported Chicago Capital Management Advisors, LLC4722 Main Street · Lisle, IL 60532 · (630) 241-1122 · Financial planningCRD 123483 · % of assets, Hourly charges · $135.2 million AUMSEC registeredNo commissions reported Guardian Rock Wealth Investment Management, INC.3333 Warrenville Road, Suite 200 · Lisle, IL 60532 · (312) 372-5000 · Financial planningCRD 120529 · % of assets, Fixed fees · $47.0 million AUMState registeredNo commissions reported Integrity Wealth Management, LLC3333 Warrenville Rd., Ste. 200 · Lisle, IL 60532 · (630) 578-5858 · Financial planningCRD 164473 · % of assets · $5.5 million AUMState registeredNo commissions reported Momentum Fintech LLC1945 Pleasant Hill Ln · Lisle, IL 60532 · (331) 214-3079 · Financial planningCRD 292276 · % of assets, Fixed fees · $7.3 million AUMState registeredNo commissions reported Oberweis Asset Management INC3333 Warrenville Road, Suite 500 · Lisle, IL 60532 · (630) 577-2300 · % of assets managedCRD 105471 · % of assets, Other · $5.1 billion AUMSEC registeredNo commissions reported Sebold Capital Management, INC2443 Warrenville Road, Suite 150 · Lisle, IL 60532 · (630) 548-9700 · Financial planningCRD 122941 · % of assets, Hourly charges, Fixed fees · $364.3 million AUMSEC registeredNo commissions reported Vantage Point Financial, LLC2443 Warrenville Road, Suite 630 · Lisle, IL 60532 · (331) 204-6212 · Financial planningCRD 305016 · % of assets, Hourly charges, Fixed fees · $484.6 million AUMSEC registeredNo commissions reported

All 9 in Lisle →