ASSET STRATEGIES & MANAGEMENT INC

CAMPBELL, California·1 registered advisor·CRD# 104723
SEC# 801-30085408-364-9100
01

Firm Overview

AUM
$61M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASSET STRATEGIES & MANAGEMENT INC

1 registered advisor
Michael Gary Holt
CAMPBELL, California
05

Office Locations

CAMPBELL, California
1 advisor

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Data sourced from SEC Form ADV filings. ASSET STRATEGIES & MANAGEMENT INC (CRD# 104723) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.