Overview
Assets Under Management: $87 million
High-Net-Worth Clients: 44
Average Client Assets: $2.0 million
Frequently Asked Questions
ASSET MANAGEMENT CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105967), ASSET MANAGEMENT CORP is subject to fiduciary duty under federal law.
ASSET MANAGEMENT CORP serves 44 high-net-worth clients according to their SEC filing dated November 20, 2017. View client details ↓
According to their SEC Form ADV, ASSET MANAGEMENT CORP offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ASSET MANAGEMENT CORP manages $87 million in client assets according to their SEC filing dated November 20, 2017.
According to their SEC Form ADV, ASSET MANAGEMENT CORP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.0 million
Total Client Accounts: 44
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 105967
Filing ID: 1150021
Last Filing Date: 2017-11-20 18:54:00