Asset Management Resources
Financial Services • 
Barnstable Town, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 1060 Falmouth Rd, Suite B-2, Hyannis, MA 02601, US |
| Phone number | +15087718900 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investment Advice, Financial Planning, Investment Management, Portfolio Design |
| Founded | 1993 |
| Employees | 11-20 |
| Socials |
Key Contacts at Asset Management Resources
Tom Schacht
Owner
Cathi Ingersoll
Marketing Director
Cathleen Ingersoll
Marketing Director
Asset Management Resources Email Formats
Asset Management Resources uses 2 email formats. The most common is {first name} (e.g., john@asset-map.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@asset-map.com | 66.7% |
{first name}{last name} | johndoe@wealthenhancement.com | 33.3% |
About Asset Management Resources
At Asset Management Resources we offer personalized investment services to those intent on enjoying a secure retirement. We are an independent, boutique style, registered investment advisor firm serving Massachusetts, Greater Nashville, and beyond. Investing is complex, so having a professional on your team is essential. Working with a professional can help you enhance expected performance and manage risk. And, at AMR we pride ourselves as a fiduciary, always striving to act in your best interest. We also offer: > The personalized, ethical attention you deserve. > A comprehensive approach to financial and investment planning. Including your long term goals for income, wealth creation and wealth preservation. > An array of investment options—both discretionary and non discretionary, plus third party management services. > Communication and flexibility that suits your needs. > Fee based management. > A well defined investment process and a dedicated team that gives you confidence. Services include: Portfolio Management , Investment Advice, Financial Planning and Consulting. Insurance and Estate and Trust services available through company affiliations. Legal disclosures: https://amrfinancial.com/important-disclaimers/
Asset Management Resources revenue & valuation
| Annual revenue | $4,600,000 |
| Revenue per employee | $271,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $14,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Asset Management Resources has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Asset Management Resources has never raised funding before.
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