ASSET MANAGEMENT RESOURCES, LLC
CRD #145296 SEC #801-107394 HYANNIS, MA (866) 771-8901
SEC Registered
Total AUM
$220.7M
Discretionary
$209.4M
Employees
9
Clients
51
Accounts
956
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIRMINGHAM, SCOTT, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRMINGHAM, SCOTT, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRMINGHAM, SCOTT, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRMINGHAM, SCOTT, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRMINGHAM, SCOTT, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRMINGHAM, SCOTT, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRMINGHAM, SCOTT, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRMINGHAM, SCOTT, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, J., CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BOYD, JAMES, CHRISTOPHER | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Regan, Brian | I | CHIEF INVESTMENT OFFICER | NA | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
| J. CHRISTOPHER BOYD REVOCABLE TRUST | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOYD, J., CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, JAMES, CHRISTOPHER | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | Control |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F | |
| BOYD, KRISTEN, CAVALIERE | I | J. CHRISTOPHER BOYD REVOCABLE TRUST | F |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (7)
CT FL MA NH RI TN TX
Address
1060 FALMOUTH ROADSUITE B-2
HYANNIS, MA 02601
United States
Phone: (866) 771-8901