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Asset Management Associates

Headquartered in SOUTH WINDSOR, CT

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Firm Information

Asset Management Associates is an investment advisory firm based in [main office address]. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. They manage approximately $86.2 million in assets, with a focus on discretionary accounts.

Asset Management Associates

$86.21M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ASSET MANAGEMENT ASSOCIATES has a total of 1 branch locations across the country.
location

SOUTH WINDSOR, CT

Advisors at Asset Management Associates

View All 1 Advisors
Unclaimed
Deborah Lewis King

RA

SOUTH WINDSOR, CT

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Disclosures

There are no public disclosures for Asset Management Associates.

Frequently Asked Questions (6)

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