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Deborah Lewis King

Asset Management Associates

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About Deborah Lewis King

Deborah Lewis King is a registered Investment Advisor Representative with Asset Management Associates. Deborah has been in the industry since February 2001 and is registered with the state of Connecticut. Deborah has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Deborah specializes in providing financial planning and portfolio management services for individuals. Asset Management Associates provides a variety of advisory services including financial planning, portfolio management for individuals, and financial planning services. The firm has approximately $86,208,000 in assets under management and has 120 clients.

Firm Information

Deborah King is currently registered with Asset Management Associates. 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.

$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.

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Deborah King’s Registration & Firm History

CT

04/10/2001 - Present

Asset Management Associates (SOUTH WINDSOR CT)

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Licenses & Designations

IA

Issued 02/10/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deborah Lewis King.
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