MUNICIPAL ASSET MANAGEMENT INC

RIASEC RegisteredEst. 1994

Total AUM

$113M

Discretionary

$113M

100% of AUM

Avg account

$4.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: RYE BROOK, New York
CRD number: 108320
Registered since: May 31, 1994
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.08%
Other8.2%
Individuals2.35%
Corporations / Businesses1.37%
Pension & Profit Sharing Plans0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Municipal Asset Management Inc is a small, SEC-registered advisory firm that concentrates on discretionary portfolio management for individuals, families and select businesses or institutional clients. The firm has been registered since 1994 and operates under a corporate structure with individual ownership. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Investment activity centers on fixed-income, with a clear tilt toward state and local municipal securities. Portfolios appear built for income and capital preservation, reflecting tax-aware strategies common for high-net-worth and tax-sensitive clients. Municipal Asset Management Inc does not position itself as an ESG-focused advisor and is not identified as a multi-state adviser.