Asset Management Associates

Overview

Asset Management Associates is a sole‑proprietorship, independent RIA that provides financial planning and portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. The firm operates largely on a discretionary basis and charges a mix of percentage‑of‑AUM fees along with hourly and fixed fees for planning or project work. Investment activity is equity‑centric: filings show a clear preference for exchange‑traded equities and related strategies as the dominant engine of client portfolios. The adviser is not positioned as a capital allocator to outside private funds, and it does not identify itself as an active ESG investor or a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices