Asset Exchange Strategies

Asset Exchange Strategies (AKA is a self-directed IRA LLC facilitator founded in 2004, and based out of Leander, TX. In addition to setting up self-directed IRA LLCs, Asset Exchange Strategies can also help clients set up Solo 401(k)s and self-directed 401(k)s for business funding. One thing that makes Asset Exchange Strategies unique is that they provide advisory services for their clients – most companies in the industry shy away from investment advice.

Below you will find more information about Asset Exchange Strategies. If you have personal experience working with Asset Exchange Strategies, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).

Client Protections

Better Business Bureau (BBB) Accreditation: Company is not accredited by the BBB
BBB file opened: 04/28/2004

To view the complaints brought against Asset Exchange Strategies, view the company’s BBB profile.

Asset Exchange Strategies Leadership & Staff:

Founder: Dan Cordoba
VP Operations: Jeremy Farver
Staff size: ?

Asset Exchange Strategies Location:

2407 S. Bagdad RD
Leander, TX 78641
Asset Exchange Strategies Location


Fee Schedule for Asset Exchange Strategies Self-Directed IRAs

Self-directed IRA LLC setup fees: Fees range from $1,900 – $3,000 depending on client needs.

Yearly custodial fees for self-directed IRA LLC accounts: $190-$200

Other Products Offered By Asset Exchange Strategies:

IRA/401(k) Business Funding
Solo 401(k)s
Financial Advising

Asset Exchange Strategies Contact Information

Phone: 866-683-5228
Hours: ?

We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on Asset Exchange Strategies which warrants addition to this page, please email us at

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