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ASSET MANAGEMENT FINANCIAL SERVICES INC.
CRD 142396
1401 S FORT HARRISON AVE, CLEARWATER, FL, 33756-2002, United States
Phone
727-216-8525
Fax
727-445-9405
Registration
— (—)
Source
State registered
Total AUM
$79.5M
Discretionary AUM
$79.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $20.0M |
| High net worth individuals | 37 | $58.9M |
| Charitable organizations | 2 | $251K |
| Corporations/business entities | 3 | $357K |
All web addresses on file
Official SEC filing: View on IAPD