Asset Strategies, Inc.

111 W. 2nd Street

Suite 608

Casper, WY 82601

(307) 266-4525

www.asset-strategies-inc.com

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $299,562,620 232 $1,291,218
Non-discretionary $0 0 $0
Total $299,562,620 232 $1,291,218

Staff

Employees 9

Clients

High-net-worth individuals 51-75%
Financial planning clients 11-25

Clients

High-net-worth client assets More than 75%

Compensation

Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No