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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $220.7M | $209.4M | $11.3M | 9 | 3 |
| Sep 2023 | $220.7M | $209.4M | $11.3M | 9 | 3 |
| Jul 2023 | $220.7M | $209.4M | $11.3M | 9 | 3 |
| Mar 2023 | $220.7M | $209.4M | $11.3M | 9 | 3 |
| Mar 2022 | $240.4M | $223.2M | $17.2M | 10 | 3 |
| Oct 2021 | $194.6M | $180.3M | $14.4M | 9 | 3 |
| Jul 2021 | $194.6M | $180.3M | $14.4M | 9 | 3 |
| Mar 2021 | $194.6M | $180.3M | $14.4M | 9 | 3 |
| Dec 2020 | $179.6M | $159.2M | $20.3M | 6 | 13 |
| Sep 2020 | $179.6M | $159.2M | $20.3M | 6 | 13 |
| May 2020 | $179.6M | $159.2M | $20.3M | 7 | 13 |
| Mar 2020 | $179.6M | $159.2M | $20.3M | 7 | 13 |
| Mar 2019 | $142.7M | $126.3M | $16.4M | 6 | 15 |
| May 2018 | $132.5M | $116.5M | $16M | 5 | 5 |
| Mar 2018 | $132.5M | $116.5M | $16M | 5 | 5 |
| Sep 2017 | $103.8M | $87.6M | $16.2M | 5 | 300 |
| Mar 2017 | $103.8M | $87.6M | $16.2M | 5 | 300 |
| Mar 2016 | $100.6M | $81.8M | $18.8M | 5 | 250 |
| Mar 2016 | $100.6M | $81.8M | $18.8M | 5 | 250 |
DateNov 2023
Total AUM$220.7M
Discretionary$209.4M
Non-Disc.$11.3M
Employees9
Clients3
DateSep 2023
Total AUM$220.7M
Discretionary$209.4M
Non-Disc.$11.3M
Employees9
Clients3
DateJul 2023
Total AUM$220.7M
Discretionary$209.4M
Non-Disc.$11.3M
Employees9
Clients3
DateMar 2023
Total AUM$220.7M
Discretionary$209.4M
Non-Disc.$11.3M
Employees9
Clients3
DateMar 2022
Total AUM$240.4M
Discretionary$223.2M
Non-Disc.$17.2M
Employees10
Clients3
DateOct 2021
Total AUM$194.6M
Discretionary$180.3M
Non-Disc.$14.4M
Employees9
Clients3
DateJul 2021
Total AUM$194.6M
Discretionary$180.3M
Non-Disc.$14.4M
Employees9
Clients3
DateMar 2021
Total AUM$194.6M
Discretionary$180.3M
Non-Disc.$14.4M
Employees9
Clients3
DateDec 2020
Total AUM$179.6M
Discretionary$159.2M
Non-Disc.$20.3M
Employees6
Clients13
DateSep 2020
Total AUM$179.6M
Discretionary$159.2M
Non-Disc.$20.3M
Employees6
Clients13
DateMay 2020
Total AUM$179.6M
Discretionary$159.2M
Non-Disc.$20.3M
Employees7
Clients13
DateMar 2020
Total AUM$179.6M
Discretionary$159.2M
Non-Disc.$20.3M
Employees7
Clients13
DateMar 2019
Total AUM$142.7M
Discretionary$126.3M
Non-Disc.$16.4M
Employees6
Clients15
DateMay 2018
Total AUM$132.5M
Discretionary$116.5M
Non-Disc.$16M
Employees5
Clients5
DateMar 2018
Total AUM$132.5M
Discretionary$116.5M
Non-Disc.$16M
Employees5
Clients5
DateSep 2017
Total AUM$103.8M
Discretionary$87.6M
Non-Disc.$16.2M
Employees5
Clients300
DateMar 2017
Total AUM$103.8M
Discretionary$87.6M
Non-Disc.$16.2M
Employees5
Clients300
DateMar 2016
Total AUM$100.6M
Discretionary$81.8M
Non-Disc.$18.8M
Employees5
Clients250
DateMar 2016
Total AUM$100.6M
Discretionary$81.8M
Non-Disc.$18.8M
Employees5
Clients250