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ASSET MANAGEMENT RESOURCES, LLC
ASSET MANAGEMENT RESOURCES, LLC
HYANNIS, Massachusetts
·
4 registered advisors
·
CRD# 145296
SEC# 801-107394
4
(866) 771-8901
01
Firm Overview
AUM
$221M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING SERVICES ON A SUBSCRIPTION BASIS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ASSET MANAGEMENT RESOURCES, LLC
4 registered advisors
Brian Regan
HYANNIS, Massachusetts
CRD# 6923110
James Christopher Boyd
HYANNIS, Massachusetts
CRD# 2186158
Kristen Cavaliere Boyd
HYANNIS, Massachusetts
CRD# 6061952
Scott Andrew Birmingham
HYANNIS, Massachusetts
CRD# 3272484
05
Office Locations
HYANNIS, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. ASSET MANAGEMENT RESOURCES, LLC (CRD# 145296) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.