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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- ElementNorth +more
- Established Date
- 12-01-1989
- Office Locations
- 1
Office Locations
About Asset Management Associates
Asset Management Associates is a Connecticut-based RIA providing low-cost, highly customized portfolio management and financial planning. Portfolios are built around diversified allocations using no-load mutual funds, index ETFs, and selected individual stocks and bonds, aligned to income and/or growth goals. Serves individuals, small businesses (IRA/SEP/SIMPLE/Solo 401k and defined benefit plans), and nonprofits, with accounts commonly custodied at Charles Schwab and supported by a web-based planning portal and document vault.
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Owner & Executives
JOHN RALPH RUOCCO
Investment Advisor, Owner
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DEBORAH LEWIS KING MS.
--
- CRD
- #4724429
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,100,000 | -- |
| Non-Discretionary | $6,100,000 | -- |
| Total | $101,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,026,326,792 | 43.5% |
| Cash | $1,122,631,625 | 24.1% |
| Public Funds | $1,509,264,094 | 32.4% |
| Total | $4,658,222,511 | 100.0% |