ASSET STRATEGIES & MANAGEMENT INC
CRD #104723 SEC #801-30085 CAMPBELL, CA 408-364-9100
SEC Registered
Total AUM
$61.4M
Discretionary
$0
Employees
1
Clients
26
Accounts
310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $61.4M | $0 | $61.4M | 1 | 26 |
| Jun 2012 | $68.7M | $0 | $68.7M | 1 | 26 |
| Mar 2012 | $68.7M | $0 | $68.7M | 1 | 26 |
| Apr 2011 | $82.3M | $0 | $82.3M | 5 | -- |
| Mar 2009 | $115.8M | $0 | $115.8M | 5 | -- |
| Mar 2007 | $131.9M | $0 | $131.9M | 10 | -- |
| Mar 2007 | $131.9M | $0 | $131.9M | 10 | -- |
| Mar 2006 | $124.7M | $0 | $124.7M | 5 | -- |
| Jan 2006 | $125.8M | $0 | $125.8M | 5 | -- |
| Sep 2005 | $104.1M | $0 | $104.1M | 5 | -- |
| Jun 2004 | $71.3M | $0 | $71.3M | 5 | -- |
DateJul 2012
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees1
Clients26
DateJun 2012
Total AUM$68.7M
Discretionary$0
Non-Disc.$68.7M
Employees1
Clients26
DateMar 2012
Total AUM$68.7M
Discretionary$0
Non-Disc.$68.7M
Employees1
Clients26
DateApr 2011
Total AUM$82.3M
Discretionary$0
Non-Disc.$82.3M
Employees5
Clients--
DateMar 2009
Total AUM$115.8M
Discretionary$0
Non-Disc.$115.8M
Employees5
Clients--
DateMar 2007
Total AUM$131.9M
Discretionary$0
Non-Disc.$131.9M
Employees10
Clients--
DateMar 2007
Total AUM$131.9M
Discretionary$0
Non-Disc.$131.9M
Employees10
Clients--
DateMar 2006
Total AUM$124.7M
Discretionary$0
Non-Disc.$124.7M
Employees5
Clients--
DateJan 2006
Total AUM$125.8M
Discretionary$0
Non-Disc.$125.8M
Employees5
Clients--
DateSep 2005
Total AUM$104.1M
Discretionary$0
Non-Disc.$104.1M
Employees5
Clients--
DateJun 2004
Total AUM$71.3M
Discretionary$0
Non-Disc.$71.3M
Employees5
Clients--