# ASSET STRATEGIES & MANAGEMENT INC

ASSET STRATEGIES & MANAGEMENT INC of CAMPBELL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104723
- Type: SEC-registered investment adviser
- SEC file number: 801-30085
- Location: 55 N THIRD ST, STE 201, CAMPBELL, CA, 95008
- Phone: 408-364-9100
- Latest filing: 2012-07-12
- Regulatory AUM: $61.4M
- Non-discretionary AUM: $61.4M
- Clients: 1
- Accounts: 310

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| HOLT MICHAEL GARY | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| WEDGWOOD JOHN WHITNEY | ASSOCIATE ADVISOR; VP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104723/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104723/similar
- Related entities: https://search.stillhousedata.com/firm/104723/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104723

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.