Asset Management Strategies provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Asset Management Strategies reports 2,110 clients. They include 2,110 individuals. Of its assets, 100.0% ($220M across 2,110 accounts) are managed with discretion. It advised 2,110 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
| High-net-worth individuals | Fewer than 5 | 0% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Charitable organizations | Fewer than 5 | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other | Not reported | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,110 | $220M | 100.0% | $104K |
| High-net-worth individuals | Fewer than 5 | $0 | 0.0% | — |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Other | Fewer than 5 | $0 | 0.0% | — |
| Total | 2,110 | $220M | 100% | — |
- Clients
- 2,110
- Regulatory AUM
- $220M
- AUM share
- 100.0%
- Avg. per client
- $104K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 2,110
- Regulatory AUM
- $220M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2,110
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Asset Management Strategies charges 1.00%–1.50% a year for its Advisory Service Agreement. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M and above | 1.00% |
Fee details and sources
Anthony Fiorillo owns 75% or more of Asset Management Strategies. The leadership team of Asset Management Strategies includes President Anthony Fiorillo. It has 8 employees.
Leadership
Anthony FiorilloPresident / Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 insurance agents
- 8 soliciting firms
- Owns 75% or more of Asset Management Strategies, Inc.
Anthony Fiorillo
Control person · since April 2005
Asset Management Strategies’ regulatory assets grew 1.6× from $142M (March 2021) to $220M (March 2026); clients rose from 1,636 to 2,110 and employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $220M | 2,110 | 8 | 3 |
| March 2025 | $207M | 2,038 | 8 | 3 |
| March 2024 | $186M | 1,955 | 8 | 3 |
| March 2023 | $147M | 1,767 | 8 | 3 |
| March 2022 | $157M | 1,633 | 8 | 3 |
| March 2021 | $142M | 1,636 | 9 | 3 |
Besides its headquarters, Asset Management Strategies has 2 offices, with 3 listed addresses in Indiana.
Indiana · 3 listed addresses
- 450 E. 96th Street, Suite 500, IndianapolisHQ
- 100 Saw Mill Road, Lafayette
- 1400 Walnut Street, Frankfort
Other business names
Asset Management Strategies has reported 2 other business names to the SEC.
- Bluesafe Financial
- Timmons Financial LLC
Contact and registration details
- Legal name
- Asset Management Strategies, Inc.
- Headquarters
- 450 E. 96th Street, Suite 500, Indianapolis, IN 46240
- Website
- amsria.com
- Phone
- 317-577-6912
- SEC file
- 801-108628
- Structure
- Delaware corporation
- Fiscal year end
- December
Asset Management Strategies does not have custody of client assets.
At year end, Asset Management Strategies’ separately managed accounts were largely in stocks (40%).
What the accounts hold
- Stocks40%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other54%
- Mutual funds and uits54%
How many clients does Asset Management Strategies have?
Asset Management Strategies has 2,110 clients and manages $220 million for them, as of March 2026. They include 2,110 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Asset Management Strategies offer?
Asset Management Strategies provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Asset Management Strategies charge?
Asset Management Strategies charges 1.00%–1.50% a year for its Advisory Service Agreement. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Source: ASSET MANAGEMENT STRATEGIES, INC. ADV PART 2 BROCHURE, filed 31 March 2026
How many financial advisors does Asset Management Strategies have?
Asset Management Strategies has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Asset Management Strategies invest in?
At the end of its last fiscal year, Asset Management Strategies’ separately managed accounts held 54% other, 40% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 54% other category is described as: Mutual Funds and Uits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Asset Management Strategies?
Asset Management Strategies’ direct owner is Anthony Fiorillo (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Asset Management Strategies get paid?
Asset Management Strategies is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Asset Management Strategies?
Asset Management Strategies’ main office is at 450 E. 96th Street, Suite 500, Indianapolis, IN 46240. Its phone number is 317-577-6912. Its website is amsria.com.