Active
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
Investment Advice|CAMP HILL, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$91M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 3.9M |
| Non-Discretionary | 87.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 147982 |
| SEC Number | 801-113160 |
| Street Address | 3425 SIMPSON FERRY RD |
| Street Address 2 | SUITE 204 |
| Location | CAMP HILL, PA 17011 |
| Country | United States |
| Phone | (717) 602-1100 |
| Fax | 866-304-7936 |
| Total Employees | 5 |
| Business Types | insurance_broker |
Client Count by Type (213 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 190 |
| High Net Worth Individual… | 18 |
| Corporations/Businesses | 3 |
| Charitable Organizations | 1 |
| State/Municipal Govt Enti… | 1 |
Community Partners
BOROUGH OF CAMP HILL
BOROUGH OF CARLISLE
BOROUGH OF LEMOYNE
BOROUGH OF MECHANICSBURG
BOROUGH OF MOUNT HOLLY SPRINGS
BOROUGH OF NEWBURG
BOROUGH OF NEW CUMBERLAND
BOROUGH OF NEWVILLE
BOROUGH OF SHIPPENSBURG
BOROUGH OF SHIREMANSTOWN
BOROUGH OF WORMLEYSBURG
COUNTY OF CUMBERLAND
GOVERNMENT OFFICES CITY NORTH MIDDLETON TOWNSHIP
JAMEL MITCHELL FITNESS LLC
LOWER MIFFLIN TOWNSHIP BUILDING
MIDDLESEX TOWNSHIP OFFICE
MIDDLESEX TWP MUNICIPAL AUTH
MOUNT HOLLY SPRINGS BOROUGH OF
NORTH NEWTON TOWNSHIP SUPERVISORS
TOWNSHIP OF COOKE
BOROUGH OF CAMP HILL
BOROUGH OF CARLISLE
BOROUGH OF LEMOYNE
BOROUGH OF MECHANICSBURG
BOROUGH OF MOUNT HOLLY SPRINGS
BOROUGH OF NEWBURG
BOROUGH OF NEW CUMBERLAND
BOROUGH OF NEWVILLE
BOROUGH OF SHIPPENSBURG
BOROUGH OF SHIREMANSTOWN
BOROUGH OF WORMLEYSBURG
COUNTY OF CUMBERLAND
GOVERNMENT OFFICES CITY NORTH MIDDLETON TOWNSHIP
JAMEL MITCHELL FITNESS LLC
LOWER MIFFLIN TOWNSHIP BUILDING
MIDDLESEX TOWNSHIP OFFICE
MIDDLESEX TWP MUNICIPAL AUTH
MOUNT HOLLY SPRINGS BOROUGH OF
NORTH NEWTON TOWNSHIP SUPERVISORS
TOWNSHIP OF COOKE
BOROUGH OF CAMP HILL
BOROUGH OF CARLISLE
BOROUGH OF LEMOYNE
BOROUGH OF MECHANICSBURG
BOROUGH OF MOUNT HOLLY SPRINGS
BOROUGH OF NEWBURG
BOROUGH OF NEW CUMBERLAND
BOROUGH OF NEWVILLE
BOROUGH OF SHIPPENSBURG
BOROUGH OF SHIREMANSTOWN
BOROUGH OF WORMLEYSBURG
COUNTY OF CUMBERLAND
GOVERNMENT OFFICES CITY NORTH MIDDLETON TOWNSHIP
JAMEL MITCHELL FITNESS LLC
LOWER MIFFLIN TOWNSHIP BUILDING
MIDDLESEX TOWNSHIP OFFICE
MIDDLESEX TWP MUNICIPAL AUTH
MOUNT HOLLY SPRINGS BOROUGH OF
NORTH NEWTON TOWNSHIP SUPERVISORS
TOWNSHIP OF COOKE
Municipal Government
44 Active
44
Organizations
CAMP HILL BOROUGH MUNICIPAL AUTHORITY
CARLISLE BOROUGH MUNICIPAL AUTHORITY
CUMBERLAND COUNTY HOUSING AUTHORITY
CUMBERLAND COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
CUMBERLAND COUNTY MUNICIPAL AUTHORITY
CUMBERLAND FRANKLIN JOINT MUNICIPAL (SEWER) AUTHORITY
DICKINSON TOWNSHIP MUNICIPAL AUTHORITY
EAST PENNSBORO INDUSTRIAL DEVELOPMENT AUTHORITY
HAMPDEN INDUSTRIAL DEVELOPMENT AUTHORITY
HAMPDEN TOWNSHIP FIRE CO STATION 2
HAMPDEN TOWNSHIP SEWER AUTHORITY
LEMOYNE BOROUGH MUNICIPAL AUTHORITY
LETORT REGIONAL (RECREATION) AUTHORITY
LOWER ALLEN TOWNSHIP (SEWER) AUTHORITY
LOWER ALLEN TOWNSHIP STORMWATER AUTHORITY
MIDDLESEX TOWNSHIP MUNICIPAL (WATER AND SEWER) AUTHORITY
MONROE FIRE CO
MT HOLLY SPRINGS BOROUGH (WATER AND SEWER) AUTHORITY
NEWBURG HOPEWELL JOINT (SEWER) AUTHORITY
NEWVILLE BOROUGH ECONOMIC DEVELOPMENT AUTHORITY
CAMP HILL BOROUGH MUNICIPAL AUTHORITY
CARLISLE BOROUGH MUNICIPAL AUTHORITY
CUMBERLAND COUNTY HOUSING AUTHORITY
CUMBERLAND COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
CUMBERLAND COUNTY MUNICIPAL AUTHORITY
CUMBERLAND FRANKLIN JOINT MUNICIPAL (SEWER) AUTHORITY
DICKINSON TOWNSHIP MUNICIPAL AUTHORITY
EAST PENNSBORO INDUSTRIAL DEVELOPMENT AUTHORITY
HAMPDEN INDUSTRIAL DEVELOPMENT AUTHORITY
HAMPDEN TOWNSHIP FIRE CO STATION 2
HAMPDEN TOWNSHIP SEWER AUTHORITY
LEMOYNE BOROUGH MUNICIPAL AUTHORITY
LETORT REGIONAL (RECREATION) AUTHORITY
LOWER ALLEN TOWNSHIP (SEWER) AUTHORITY
LOWER ALLEN TOWNSHIP STORMWATER AUTHORITY
MIDDLESEX TOWNSHIP MUNICIPAL (WATER AND SEWER) AUTHORITY
MONROE FIRE CO
MT HOLLY SPRINGS BOROUGH (WATER AND SEWER) AUTHORITY
NEWBURG HOPEWELL JOINT (SEWER) AUTHORITY
NEWVILLE BOROUGH ECONOMIC DEVELOPMENT AUTHORITY
CAMP HILL BOROUGH MUNICIPAL AUTHORITY
CARLISLE BOROUGH MUNICIPAL AUTHORITY
CUMBERLAND COUNTY HOUSING AUTHORITY
CUMBERLAND COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
CUMBERLAND COUNTY MUNICIPAL AUTHORITY
CUMBERLAND FRANKLIN JOINT MUNICIPAL (SEWER) AUTHORITY
DICKINSON TOWNSHIP MUNICIPAL AUTHORITY
EAST PENNSBORO INDUSTRIAL DEVELOPMENT AUTHORITY
HAMPDEN INDUSTRIAL DEVELOPMENT AUTHORITY
HAMPDEN TOWNSHIP FIRE CO STATION 2
HAMPDEN TOWNSHIP SEWER AUTHORITY
LEMOYNE BOROUGH MUNICIPAL AUTHORITY
LETORT REGIONAL (RECREATION) AUTHORITY
LOWER ALLEN TOWNSHIP (SEWER) AUTHORITY
LOWER ALLEN TOWNSHIP STORMWATER AUTHORITY
MIDDLESEX TOWNSHIP MUNICIPAL (WATER AND SEWER) AUTHORITY
MONROE FIRE CO
MT HOLLY SPRINGS BOROUGH (WATER AND SEWER) AUTHORITY
NEWBURG HOPEWELL JOINT (SEWER) AUTHORITY
NEWVILLE BOROUGH ECONOMIC DEVELOPMENT AUTHORITY
Special District
33 Active
33
Organizations
BIG SPRING SCHOOL DIST
CAMP HILL SCH DIST
CARLISLE AREA SCH DIST
CUMBERLAND PERRY AREA CAREER AND TECHNICAL CENTER
CUMBERLAND VALLEY SCHOOL DIST
EAST PENNSBORO AREA SCHOOL DIST
MECHANICSBURG AREA SCHOOL DIST
SHIPPENSBURG AREA SCHOOL DIST
SOUTH MIDDLETON SCHOOL DIST
WEST SHORE SCHOOL DIST
BIG SPRING SCHOOL DIST
CAMP HILL SCH DIST
CARLISLE AREA SCH DIST
CUMBERLAND PERRY AREA CAREER AND TECHNICAL CENTER
CUMBERLAND VALLEY SCHOOL DIST
EAST PENNSBORO AREA SCHOOL DIST
MECHANICSBURG AREA SCHOOL DIST
SHIPPENSBURG AREA SCHOOL DIST
SOUTH MIDDLETON SCHOOL DIST
WEST SHORE SCHOOL DIST
BIG SPRING SCHOOL DIST
CAMP HILL SCH DIST
CARLISLE AREA SCH DIST
CUMBERLAND PERRY AREA CAREER AND TECHNICAL CENTER
CUMBERLAND VALLEY SCHOOL DIST
EAST PENNSBORO AREA SCHOOL DIST
MECHANICSBURG AREA SCHOOL DIST
SHIPPENSBURG AREA SCHOOL DIST
SOUTH MIDDLETON SCHOOL DIST
WEST SHORE SCHOOL DIST
School District
10 Active
10
Organizations
113 LIVING HISTORY CLUB
117 COMMUNITIES INC
126 CEDAR STREET
1 ARMENIA DREAM
2 TIMOTHY 17 FAMILY FOUNDATION
318 RECRUITING SQUADRON
4 ALL SEASONS ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
5 NORTH FIFTH STREET CORP
812 MARKET INC
82D AIRBORNE DIVISION ASSOCIATION INC
ABOVE LIMITS CORPORATION
ACADEMY FOR RESEARCH IN THE CHIROPRACTIC SCIENCES INC
ACCOUNTABLE PRISON MINISTRY
ACTION SPORTS PROJECT
ADOPTION COALITION OF FRANKLIN COUNTY
113 LIVING HISTORY CLUB
117 COMMUNITIES INC
126 CEDAR STREET
1 ARMENIA DREAM
2 TIMOTHY 17 FAMILY FOUNDATION
318 RECRUITING SQUADRON
4 ALL SEASONS ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
5 NORTH FIFTH STREET CORP
812 MARKET INC
82D AIRBORNE DIVISION ASSOCIATION INC
ABOVE LIMITS CORPORATION
ACADEMY FOR RESEARCH IN THE CHIROPRACTIC SCIENCES INC
ACCOUNTABLE PRISON MINISTRY
ACTION SPORTS PROJECT
ADOPTION COALITION OF FRANKLIN COUNTY
113 LIVING HISTORY CLUB
117 COMMUNITIES INC
126 CEDAR STREET
1 ARMENIA DREAM
2 TIMOTHY 17 FAMILY FOUNDATION
318 RECRUITING SQUADRON
4 ALL SEASONS ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
5 NORTH FIFTH STREET CORP
812 MARKET INC
82D AIRBORNE DIVISION ASSOCIATION INC
ABOVE LIMITS CORPORATION
ACADEMY FOR RESEARCH IN THE CHIROPRACTIC SCIENCES INC
ACCOUNTABLE PRISON MINISTRY
ACTION SPORTS PROJECT
ADOPTION COALITION OF FRANKLIN COUNTY
Nonprofit Organization
1612 Active
1612
Organizations
Community Partners137 organizations
BOROUGH OF CARLISLE
Municipal Government·CARLISLE
BOROUGH OF MECHANICSBURG
Municipal Government·MECHANICSBURG
BOROUGH OF MOUNT HOLLY SPRINGS
Municipal Government·MOUNT HOLLY
BOROUGH OF NEWBURG
Municipal Government·NEWBURG
BOROUGH OF NEW CUMBERLAND
Municipal Government·NEW CUMBERLAND
BOROUGH OF NEWVILLE
Municipal Government·NEWVILLE
BOROUGH OF SHIREMANSTOWN
Municipal Government·SHIREMANSTOWN
GOVERNMENT OFFICES CITY NORTH MIDDLETON TOWNSHIP
Municipal Government·CARLISLE
JAMEL MITCHELL FITNESS LLC
Municipal Government·CAMP HILL
LOWER MIFFLIN TOWNSHIP BUILDING
Municipal Government·NEWVILLE
MIDDLESEX TOWNSHIP OFFICE
Municipal Government·CARLISLE
MIDDLESEX TWP MUNICIPAL AUTH
Municipal Government·CARLISLE
MOUNT HOLLY SPRINGS BOROUGH OF
Municipal Government·MOUNT HOLLY SPRINGS
NORTH NEWTON TOWNSHIP SUPERVISORS
Municipal Government·SHIPPENSBURG
TOWNSHIP OF HOPEWELL
Municipal Government·NEWBURG
TOWNSHIP OF LOWER FRANKFORD
Municipal Government·CARLISLE
TOWNSHIP OF LOWER MIFFLIN
Municipal Government·NEWVILLE
TOWNSHIP OF SHIPPENSBURG
Municipal Government·SHIPPENSBURG
TOWNSHIP OF SILVER SPRING
Municipal Government·MECHANICSBURG
TOWNSHIP OF UPPER FRANKFORD
Municipal Government·NEWVILLE
TOWNSHIP OF UPPER MIFFLIN
Municipal Government·NEWVILLE
UPPER MIFFLIN TOWNSHIP BUILDING
Municipal Government·NEWVILLE
WEST PENNBORO TOWNSHIP OF
Municipal Government·CARLISLE
WEST SHORE BUREAU OF FIRE, INC
Municipal Government·LEMOYNE
WORMLEYSBURG BORO-ADMIN
Municipal Government·LEMOYNE
CAMP HILL BOROUGH MUNICIPAL AUTHORITY
Special District·CAMP HILL
CUMBERLAND COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·CARLISLE
CUMBERLAND COUNTY MUNICIPAL AUTHORITY
Special District·CARLISLE
EAST PENNSBORO INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·ENOLA
HAMPDEN TOWNSHIP FIRE CO STATION 2
Special District·MECHANICSBURG
HAMPDEN TOWNSHIP SEWER AUTHORITY
Special District·MECHANICSBURG
LEMOYNE BOROUGH MUNICIPAL AUTHORITY
Special District·LEMOYNE
LOWER ALLEN TOWNSHIP (SEWER) AUTHORITY
Special District·NEW CUMBERLAND
LOWER ALLEN TOWNSHIP STORMWATER AUTHORITY
Special District·CAMP HILL
MONROE FIRE CO
Special District·MECHANICSBURG
MT HOLLY SPRINGS BOROUGH (WATER AND SEWER) AUTHORITY
Special District·MOUNT HOLLY SPRINGS
NEWBURG HOPEWELL JOINT (SEWER) AUTHORITY
Special District·NEWBURG
NEWVILLE BOROUGH ECONOMIC DEVELOPMENT AUTHORITY
Special District·NEWVILLE
NEWVILLE BOROUGH WATER AND SEWER AUTHORITY
Special District·NEWVILLE
NORTH MIDDLETON AUTHORITY
Special District·CARLISLE
PENN TOWNSHIP VOLUNTEER FIRE CO
Special District·NEWVILLE
REDEVELOPMENT AUTHORITY OF THE COUNTY OF CUMBERLAND
Special District·CARLISLE
SHIPPENSBURG COMMUNITY PARKS AND RECREATION AUTHORITY
Special District·SHIPPENSBURG
THE MUNICIPAL AUTHORITY OF THE BOROUGH OF LEMOYNE
Special District·LEMOYNE
WEST SHORE AREA HOSPITAL AUTHORITY
Special District·ENOLA
WEST SHORE SCHOOL DISTRICT AUTHORITY
Special District·NEW CUMBERLAND
CUMBERLAND PERRY AREA CAREER AND TECHNICAL CENTER
School District·MECHANICSBURG
113 LIVING HISTORY CLUB
Nonprofit Organization·Newville
117 COMMUNITIES INC
Nonprofit Organization·MECHANICSBURG
126 CEDAR STREET
Nonprofit Organization·Carlisle
1 ARMENIA DREAM
Nonprofit Organization·ENOLA
2 TIMOTHY 17 FAMILY FOUNDATION
Nonprofit Organization·MECHANICSBURG
318 RECRUITING SQUADRON
Nonprofit Organization·MECHANICSBURG
4 ALL SEASONS ASSOCIATION
Nonprofit Organization·Mechanicsburg
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Carlisle
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·CARLISLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Carlisle
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Carlisle
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Carlisle
5 NORTH FIFTH STREET CORP
Nonprofit Organization·CAMP HILL
812 MARKET INC
Nonprofit Organization·CAMP HILL
82D AIRBORNE DIVISION ASSOCIATION INC
Nonprofit Organization·Mechanicsburg
ABOVE LIMITS CORPORATION
Nonprofit Organization·Mechanicsburg
ACADEMY FOR RESEARCH IN THE CHIROPRACTIC SCIENCES INC
Nonprofit Organization·Carlisle
ACCOUNTABLE PRISON MINISTRY
Nonprofit Organization·Camp Hill
ACTION SPORTS PROJECT
Nonprofit Organization·Enola
ADOPTION COALITION OF FRANKLIN COUNTY
Nonprofit Organization·Newville
AFAR COMMUNITY
Nonprofit Organization·CAMP HILL
AFR FOUNDATION INC
Nonprofit Organization·LEMOYNE
AFTER THE DARKNESS NINJA ANGELS
Nonprofit Organization·Carlisle
AHEDD
Nonprofit Organization·CAMP HILL
AHOLD DELHAIZE USA FAMILY FOUNDATION INC
Nonprofit Organization·CARLISLE
AIM CLINIC OF CENTRAL PA
Nonprofit Organization·Mechanicsburg
AI ROBOTICS INC
Nonprofit Organization·Mechanicsburg
Allegheny Valley Board of Realtors
Nonprofit Organization·Lemoyne
ALLENDALE COMMUNITY ASSOC
Nonprofit Organization·Camp Hill
ALLIANCE OF BIKERS AIMED TOWARD
Nonprofit Organization·LEMOYNE
ALLIANCE OF BIKERS AIMED TOWARD EDUCATION
Nonprofit Organization·LEMOYNE
ALLIANCE OF BIKERS AIMED TOWARD EDUCATION
Nonprofit Organization·Lemoyne
ALLIANCE OF BIKERS AIMED TOWARD EDUCATION
Nonprofit Organization·Lemoyne
ALLIANCE OF BIKERS AIMED TOWARD EDUCATION
Nonprofit Organization·LEMOYNE
ALLIANCE OF BIKERS AIMED TOWARD EDUCATION
Nonprofit Organization·Lemoyne
ALLIANCE OF BIKERS AIMED TOWARDS EDUCATION
Nonprofit Organization·Lemoyne
ALLIANCE OF PA COUNCILS
Nonprofit Organization·CAMP HILL
ALLIANCE OF PENNSYLVANIA COUNCILS, INC.
Nonprofit Organization·CAMP HILL
ALPHA PHI OMEGA
Nonprofit Organization·Carlisle
ALTAMONT ROD AND GUN CLUB
Nonprofit Organization·Mechanicsburg
ALTLAND FAMILY FUND
Nonprofit Organization·Carlisle
AL-TOWFIQ ISLAMIC CENTER
Nonprofit Organization·SHIREMANSTOWN
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·Camp Hill
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Camp Hill
AMANDA DOWNEY MEMORIAL SCHOLARSHIP FUND
Nonprofit Organization·Camp Hill
AMANI FESTIVAL COMMITTEE INC
Nonprofit Organization·CARLISLE
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Mechanicsburg
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Mechanicsburg
AMERICAN ACADEMY OF VETERINARY
Nonprofit Organization·MECHANICSBURG
AMERICAN ASSOCIATION OF BLACKS IN ENERGY HARRISBURG PA CHAPTER
Nonprofit Organization·Mechanicsburg