Asset Management Financial Services Inc.

Asset Management Financial Services Inc. (CRD# 142396) is a financial advisory firm headquartered in Clearwater, FL. They manage $73,271,096 in 367 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $199,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Asset Management Financial Services Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Wendy B. Sanders
CRD#: 4862546
1401 South Fort Harrison Avenue, Clearwater, FL 33756
96
Wealthminder
score

Wendy Sanders (CRD# 4862546) is an Investment Advisor Representative working at Asset Management Financial Services Inc. in Clearwater, FL and has over 12 years of experience in the finance industry. Wendy Sanders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Helen S. Rimensnyder
CRD#: 4966362
1401 South Fort Harrison Avenue, Clearwater, FL 33756
93
Wealthminder
score

Helen Rimensnyder (CRD# 4966362) is an Investment Advisor Representative working at Asset Management Financial Services Inc. in Clearwater, FL and has over 11 years of experience in the finance industry.

3
Wendy A. Spencer
CRD#: 2438932
1401 South Fort Harrison Avenue, Clearwater, FL 33756
90
Wealthminder
score

Wendy Spencer (CRD# 2438932) is an Investment Advisor Representative working at Asset Management Financial Services Inc. in Clearwater, FL and has over 5 years of experience in the finance industry.

4
Alfred H. Filskov
CRD#: 2789205
Venice, FL
87
Wealthminder
score

Alfred Filskov (CRD# 2789205) is an Investment Advisor Representative working at Asset Management Financial Services Inc. in Venice, FL and has 1 year of experience in the finance industry.

5
James L. Spencer
CRD#: 431840
1401 South Fort Harrison Avenue, Clearwater, FL 33756
75
Wealthminder
score

James Spencer (CRD# 431840) is an Investment Advisor Representative working at Asset Management Financial Services Inc. in Clearwater, FL and has 1 year of experience in the finance industry.

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