|
⚲
|
| Asset Management Resources LLC
✚
|
|
|---|---|
| CRD # | 145296 |
| SEC # | 801-107394 |
| CIK # | 0001927120 |
| AUM | $220.7 MM (2023-03-30) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 866-771-8901 |
| Address | 1060 Falmouth Road Hyannis, MA 02601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 1.0 | |
| AMAT | 82,662.4 | 0.9 | |
| AAPL | 2,382,844.0 | 0.9 | |
| AMD | 131,458.5 | 0.6 | |
| REGN | 65,294.8 | 0.6 | |
| AMZN | 1,092,997.8 | 0.6 | |
| IT | 19,281.9 | 0.5 | |
| PFE | 284,248.0 | 0.5 | |
| AZO | 41,417.6 | 0.5 | |
| AVGO | 201,282.9 | 0.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 - 2023 |
|---|---|---|
| 13F-HR | [0001927120] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fortress Wealth Management Inc
✚
|
CA | 0.2 |
|
Granite Financial Group LLC
✚
|
WI | 0.2 |
|
January Capital Advisors LLC
✚
|
CA | 0.2 |
|
Dovetail Wealth Management LLC
✚
|
TX | 0.2 |
|
Kirkwood Financial Services LLC
✚
|
TX | 0.2 |
|
Value Aligned Research Advisors LLC
✚
|
NJ | 0.2 |
|
Wallace Advisory Group LLC
✚
|
CA | 0.2 |
|
Rubicon Wealth Management LLC
✚
|
PA | 0.2 |
|
Choice Wealth Advisors LLC
✚
|
ME | 0.2 |
|
Sage Financial Advisors LLC
✚
|
NV | 0.2 |