Asset Management Resources, LLC

Asset Management Resources, LLC (CRD# 145296) is a financial advisory firm headquartered in Hyannis, MA. They manage $100,574,492 in 273 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $368,405
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MA, NH, RI

Financial Advisors at Asset Management Resources, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James C. Boyd
CRD#: 2186158
1060 Falmouth Road, Suite B-2, Hyannis, MA 02601
96
Wealthminder
score

James Boyd (CRD# 2186158) is an Investment Advisor Representative working at Asset Management Resources, LLC in Hyannis, MA and has over 24 years of experience in the finance industry. James Boyd 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
Michael J. Perna
CRD#: 1658732
4 Pearl Street, Dedham, MA 02026
96
Wealthminder
score

Michael Perna (CRD# 1658732) is an Investment Advisor Representative working at Asset Management Resources, LLC in Dedham, MA and has over 29 years of experience in the finance industry. Michael Perna 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.

3
Kristen C. Boyd
CRD#: 6061952
1060 Falmouth Road, Suite B-2, Hyannis, MA 02601
90
Wealthminder
score

Kristen Boyd (CRD# 6061952) is an Investment Advisor Representative working at Asset Management Resources, LLC in Hyannis, MA and has over 3 years of experience in the finance industry.

4
F. K. Boyd
CRD#: 5748622
1060 Falmouth Road, Suite B-2, Hyannis, MA 02601
87
Wealthminder
score

F. Boyd (CRD# 5748622) is an Investment Advisor Representative working at Asset Management Resources, LLC in Hyannis, MA and has 1 year of experience in the finance industry.

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