Asset Management Associates
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
PO Box 742, South Windsor, Connecticut, ...Phone Number
(860) 648-1953Website
www.assetmanagementassoc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1
About Asset Management Associates
Asset Management Associates is a fee-only portfolio management advisor dedicated to providing personalized investment management and financial planning services tailored to the unique needs and goals of their clients. They cater to individuals, small businesses, and nonprofits, offering a transparent approach free from commission-based conflicts of interest. Utilizing a robust web-based financial planning portal, clients can monitor their investments and adjust their financial strategies in real-time. Their expertise includes managing diverse portfolios through various investment vehicles, emphasizing low fees and client-centric service.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Asset Management Associat...
<$5M
11-50
Private
-
2001
N/A
Company Profile Activity
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Asset Management Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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Asset Management Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Asset Management Associates.
Asset Management Associates Tech Stack
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Asset Management Associates is a fee-only portfolio management advisor dedicated to providing personalized investment management and financial planning services tailored to the unique needs and goals of their clients. They cater to individuals, small businesses, and nonprofits, offering a transparent approach free from commission-based conflicts of... Read More
