Everything you need to know before partnering with Asset Services Inc.
We understand that making the right move whether as an investor, advisor, or industry professional comes with important questions. This FAQ section is here to give you clear, direct answers about who we are, what we offer, and how we support your long-term success.
Frequently Asked Questions
Find answers to commonly asked questions about our products and services.
What makes Asset Services different from other broker-dealers?
We prioritize relationships over transactions. At Asset Services, you’re not just joining a platform — you’re partnering with a team that provides elite-level support, advanced technology, and a culture built on integrity, strategic insight, and long-term value creation.
Who is a good fit for Asset Services?
We work with high-performing, highly disciplined professionals who are growth-minded, client-first, and ready to operate with real independence. Whether you’re an experienced advisor or a seasoned investor, if you value excellence, strategic partnership, and long-term success — you’re in the right place.
What kind of support will I receive?
Not at all. We work with professionals at various stages of their career. Whether you’re making the first move toward independence or looking to enhance your established practice, we provide the roadmap, resources, and support to help you get there with confidence.
What services does Asset Services offer?
We offer a comprehensive suite of solutions including Pre-IPO access, M&A advisory, fund distribution, chaperone services, real estate investment guidance, equity and debt capital advisory, private equity services, and secondary LP transactions — all delivered with tailored support and strategic execution.
How does Asset Services help with real estate pricing and sales?
Our brokers provide Comparative Market Analysis (CMA), strategic pricing based on real-time market data, and hands-on guidance through inspections, negotiations, and closing. We help you add value and maximize every property’s potential — whether buying or selling.
What is the benefit of your affiliation with NFS?
Through our partnership with NFS (National Financial Services), one of the largest clearing firms in the U.S., you gain access to a secure, scalable infrastructure with institutional-grade tools, dynamic research capabilities, and seamless investment platforms.
How do I get started?
It begins with a confidential, no-obligation conversation. Fill out our contact form, and a member of our team will reach out to learn about your goals, answer your questions, and help you determine if Asset Services is the right strategic fit.
Is there a minimum AUM or production requirement?
We evaluate each advisor and professional individually. While we look for proven experience and a commitment to excellence, we also understand that potential and purpose matter. Reach out to explore your fit — we’re open to bold, capable minds at every stage.
What if my current broker-dealer isn’t supporting my growth?
That’s exactly why we exist. If you’re feeling constrained, underserved, or undervalued, it may be time for a transition. We specialize in helping professionals move forward with clarity, support, and strategic independence.
Still have a question?
If you have any other queries, feel free to reach out to us. Our knowledgeable team is here to help!
