Asset Management Corporation
Firm details
- Headquarters
- ,
- CRD number
- 105967
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Asset Management Corporation is a small, equity-focused advisory firm that provides portfolio management services to individuals, families and small businesses. The firm operates as a non-discretionary advisor, meaning clients retain trading authority while the firm provides guidance and portfolio recommendations. Its stated advisory activities include portfolio management for individuals/small businesses and for businesses or institutions. The practice favors exchange-traded instruments and a cash-and-equities posture rather than active ESG mandates, and it supplements public-market exposure with selective allocations to third‑party hedge funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents1%
Contacts
2 of 2Patsy Richardson
OwnerCRD 5504740
David Machemehl
PresidentCRD 2293993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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