{"url":"https://nivawealth.com/firms/asset-management-strategies-135173","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135173","regulatoryAum":220241744,"crd":"135173","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1648219","suffix":null,"lastName":"FIORILLO","firstName":"ANTHONY","middleName":"PATRICK"},{"crd":"4286406","suffix":null,"lastName":"GARCIA","firstName":"YADIRA","middleName":"SALINAS"},{"crd":"7634903","suffix":null,"lastName":"Gasaway","firstName":"Andrea","middleName":"M"},{"crd":"5257740","suffix":null,"lastName":"GASAWAY","firstName":"JEFFREY","middleName":"ALAN"},{"crd":"5400474","suffix":null,"lastName":"GREGORY","firstName":"JASON","middleName":"RYAN"},{"crd":"5063521","suffix":null,"lastName":"LUX","firstName":"MATTHEW","middleName":"JOSEPH"},{"crd":"5577000","suffix":null,"lastName":"SMITH","firstName":"JOYCE","middleName":"ANN"},{"crd":"5310468","suffix":null,"lastName":"Timmons","firstName":"Loyd","middleName":"Alan"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":141657332,"clients":1636,"employees":9,"offices":3},{"filedOn":"2022-03-31","regulatoryAum":157456068,"clients":1633,"employees":8,"offices":3},{"filedOn":"2023-03-29","regulatoryAum":146885632,"clients":1767,"employees":8,"offices":3},{"filedOn":"2024-03-29","regulatoryAum":185758556,"clients":1955,"employees":8,"offices":3},{"filedOn":"2025-03-28","regulatoryAum":207398966,"clients":2038,"employees":8,"offices":3},{"filedOn":"2026-03-31","regulatoryAum":220241744,"clients":2110,"employees":8,"offices":3}],"secFileNumber":"801-108628","legalName":"Asset Management Strategies, Inc.","displayName":"Asset Management Strategies","slug":"asset-management-strategies-135173","website":"https://amsria.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"450 E. 96th Street, Suite 500","city":"Indianapolis","state":"IN","stateName":"Indiana","country":"United States","postalCode":"46240"},"tradeNames":["Bluesafe Financial","Timmons Financial LLC"],"registration":{"secApproved":"10 November 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":8,"brokerDealerReps":0,"insuranceAgents":8,"promoters":8},"aum":{"regulatory":220241744,"discretionary":220241744,"discretionaryAccounts":2110,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2110},"clientTypes":[{"label":"Individuals (other than HNW)","clients":2110,"regulatoryAum":220241744},{"label":"High-net-worth individuals","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Banking or thrift institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Other","clients":null,"fewerThan5":true,"regulatoryAum":0}],"feePrograms":[{"role":"main","program":"Advisory Service Agreement","feeBasis":"whole_balance","fee_tiers":[{"to":500000,"pct":1.5,"from":0},{"to":1000000,"pct":1.25,"from":500000},{"to":null,"pct":1,"from":1000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035741","versionId":1035741,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-31","documentName":"ASSET MANAGEMENT STRATEGIES, INC. 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They include 2,110 individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Asset Management Strategies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Asset Management Strategies charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Asset Management Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Asset Management Strategies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Asset Management Strategies?","answer":"Asset Management Strategies’ direct owner is Anthony Fiorillo (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Asset Management Strategies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Asset Management Strategies?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}