ASSET MANAGEMENT STRATEGIES, LLC

Company Details

Name:	ASSET MANAGEMENT STRATEGIES, LLC
Legal type:	Kentucky Limited Liability Company
Status:	Active
Standing:	Good
File Date:	21 Jul 2005 (20 years ago)
Organization Date:	21 Jul 2005 (20 years ago)
Last Annual Report:	12 Feb 2025 (2 months ago)
Managed By:	Members
Organization Number:	0617891
Industry:	Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees:	Small (0-19)
ZIP code:	41091
City:	Union
Primary County:	Boone County
Principal Office:	10157 CEDARWOOD DRIVE, UNION, KY 41091
Place of Formation:	KENTUCKY

Name	Role
Dawne Ann Ferland	Member

Name	Role
DAWNE A. FERLAND	Registered Agent

Name	Role
DAWNE A. FERLAND	Organizer

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

8810427305

2020-05-01

0457

PPP

10157 CEDARWOOD DR, UNION, KY, 41091-9088

Loan Status Date	2021-02-12
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	20800
Loan Approval Amount (current)	33700
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	116820
Servicing Lender Name	Heritage Bank, Inc.
Servicing Lender Address	1818 Florence, Burlington, KY, 41005
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	UNION, BOONE, KY, 41091-9088
Project Congressional District	KY-04
Number of Employees	1
NAICS code	541618
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	116820
Originating Lender Name	Heritage Bank, Inc.
Originating Lender Address	Burlington, KY
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	33921.59
Forgiveness Paid Date	2021-01-07

7822408309

2021-01-28

0457

PPS

10157 Cedarwood Dr, Union, KY, 41091-9088

Loan Status Date	2021-08-07
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	20832
Loan Approval Amount (current)	20832
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	116820
Servicing Lender Name	Heritage Bank, Inc.
Servicing Lender Address	1818 Florence, Burlington, KY, 41005
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Union, BOONE, KY, 41091-9088
Project Congressional District	KY-04
Number of Employees	1
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	116820
Originating Lender Name	Heritage Bank, Inc.
Originating Lender Address	Burlington, KY
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	20930.17
Forgiveness Paid Date	2021-07-21