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| Asset Management Resources LLC
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| |
|---|---|
| CRD # | 145296 |
| SEC # | 801-107394 |
| CIK # | 0001927120 |
| AUM | $220.7 MM (2023-11-01) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 866-771-8901 |
| Address | 1060 Falmouth Road Hyannis, MA 02601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 72.3 |
| (b) Individuals (high net worth individuals) | 80 | 147.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 956 | 220.7 |
| By Discretionary | ||
| Discretionary | 890 | 209.4 |
| Non-Discretionary | 66 | 11.3 |
| Total | 956 | 220.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.7 | |
| Total | 956 | 220.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001927120] |
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Horizon Family Wealth Inc
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Shoreline Asset Management LLC
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IN | 0.2 |
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