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RIA / WealthAdvisor11 years in industry

JUAN MANUEL BUENDIA

Advisor at ASSET STRATEGY CONSULTANTS LLC

HUNT VALLEY, MD

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Search this name across graphsid dfx:ria:9401785d-8bdf-7d3e-b2ad-e7d47913d06d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 29, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSET STRATEGY CONSULTANTS LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 24, 2015
First registration: Jul 29, 2015
Dual registered: no
IAPD individual key: 1612609

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSET STRATEGY CONSULTANTS LLC	Institutional manager	Jul 1, 2021	n/a	yes	HUNT VALLEY, MD	Current employment
HIRTLE & CO., LLC	Other adviser	Jun 14, 2018	Jun 1, 2020	no	WEST CONSHOHOCKEN, PA\|Baltimore, MD	Previous registration
FRANKLIN TEMPLETON FUND ADVISER, LLC	Asset manager	Apr 7, 2016	Dec 31, 2017	no	NEW YORK, NY	Previous registration
CLEARBRIDGE INVESTMENTS, LLC	Mixed wealth	Jul 29, 2015	Apr 7, 2016	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIRTLE & CO., LLC	ASSET STRATEGY CONSULTANTS LLC	Jun 1, 2020	Jul 1, 2021	395	Firm change	Other
FRANKLIN TEMPLETON FUND ADVISER, LLC	HIRTLE & CO., LLC	Dec 31, 2017	Jun 14, 2018	165	Firm change	Other
CLEARBRIDGE INVESTMENTS, LLC	FRANKLIN TEMPLETON FUND ADVISER, LLC	Apr 7, 2016	Apr 7, 2016	0	Firm change	Other

Relationships

Registered with (4)

→ ASSET STRATEGY CONSULTANTS LLCRegistered adviserregistration: current employment
Jul 1, 2021 to presentfactForm ADV
→ HIRTLE & CO., LLCRegistered adviserregistration: previous registration
Jun 14, 2018 to Jun 1, 2020factForm ADV
→ FRANKLIN TEMPLETON FUND ADVISER, LLCRegistered adviserregistration: previous registration
Apr 7, 2016 to Dec 31, 2017factForm ADV
→ CLEARBRIDGE INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jul 29, 2015 to Apr 7, 2016factForm ADV

Dated events

No dated event names this entity yet.