Asset Management Financial Services Inc.

Asset Management Financial Services Inc. (CRD# 142396) is a financial advisory firm headquartered in Clearwater, FL. They manage $72,537,677 in 298 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1401 S Fort Harrison Ave, Clearwater, FL 33756
https://www.facebook.com/coreinvestmentmanagement/
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $243,415
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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Asset Management Financial Services Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Helen Rimensnyder, financial advisor Clearwater FL
Helen S. Rimensnyder
CRD#: 4966362
1401 S Fort Harrison Ave, Clearwater, FL 33756

Helen Rimensnyder (CRD# 4966362) is an Investment Advisor Representative working at Asset Management Financial Services Inc. in Clearwater, FL and has over 19 years of experience in the finance industry.

2
James Spencer, financial advisor Clearwater FL
James L. Spencer
CRD#: 431840
1401 S Fort Harrison Ave, Clearwater, FL 33756

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.

3
Wendy Spencer, financial advisor Clearwater FL
Wendy A. Spencer
CRD#: 2438932
1401 S Fort Harrison Ave, Clearwater, FL 33756

Wendy Spencer (CRD# 2438932) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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