# ASSET STRATEGIES, INC.

ASSET STRATEGIES, INC. of AVON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 119661
- Type: SEC-registered investment adviser
- SEC file number: 801-61023
- Location: 80 WEST AVON RD., AVON, CT, 06001
- Phone: 860-673-5500
- Latest filing: 2024-02-20
- Regulatory AUM: $140.1M
- Discretionary AUM: $140.1M
- Clients: 10
- Accounts: 606

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| BREZIK CONNIE ASHMORE | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ROTHSTEIN ALAN MILES | PRESIDENT, TREASURER; VICE PRESIDENT, TREASURER | — |
| NORRIS KATHRYN KINDL | VICE PRESIDENT, SECRETARY | — |
| ROBINSON LOUIS JAMES | CHIEF COMPLIANCE OFFICER | — |
| MCCHESNEY DIANN ELIZABETH | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND SECRETARY; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119661/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119661/similar
- Related entities: https://search.stillhousedata.com/firm/119661/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119661

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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.