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Michael Gary Holt

ASSET STRATEGIES & MANAGEMENT INC·CAMPBELL, California
Unclaimed Profile
55 N THIRD ST, STE 201, CAMPBELL, CA 95008CRD# 1477694Firm CRD# 104723
01

About

Michael Gary Holt is a registered financial advisor based in CAMPBELL, California, affiliated with ASSET STRATEGIES & MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASSET STRATEGIES & MANAGEMENT INC
AUM
$61M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ASSET STRATEGIES & MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1477694
Firm CRD# 104723
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Gary Holt offer?
Michael Gary Holt specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.
What are Michael Gary Holt's credentials?
Michael Gary Holt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Gary Holt located?
Michael Gary Holt is based in CAMPBELL, California, working with ASSET STRATEGIES & MANAGEMENT INC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.
How does Michael Gary Holt charge for services?
Michael Gary Holt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET STRATEGIES & MANAGEMENT INC?
ASSET STRATEGIES & MANAGEMENT INC has approximately 1 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Timothy Dalton Henry — JOHANSON FINANCIAL ADVISORS, INC.Andrea Boyer — SIGMA MANAGEMENT 6, LLCAudrey Beth Vallen — PANORAMA CAPITAL, LLCCurtis Leslie Weil — LASECKE WEIL WEALTH ADVISORY GROUP, LLCDavid Leland Johanson — JOHANSON FINANCIAL ADVISORS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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