Asset Management Corporation

RIASEC Registered
Total AUM
$108M
Discretionary
$0
0% of AUM
Avg account
$2M
Accounts
54
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Patsy Richardson

    OwnerCRD 5504740

  • David Machemehl

    PresidentCRD 2293993

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth