$108.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2005
- Office Locations
- 1
Office Locations
-- Frisco TX
About Asset Management Corporation
Asset Management Corporation is a Frisco-based RIA. The firm has been operating for 21 years. Managing $108.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$108.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
14.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Client Personas
Timber
Investment Themes
Fusion
Services
Harbor vertex
Owner & Executives
P
PATSY MONTEL RICHARDSON
Owner
- CRD
- --
- Ownership
- 75% or more
(642) 320-9848
timber.alpha@frontiercapital.com
in linkedin.com/in/focus-element
D
DAVID TODD MACHEMEHL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2293993
- Ownership
- Less than 5%
(698) 327-6200
legacy.north@capitalcapital.com
in linkedin.com/in/pioneer-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $108,177,830 | $1,986,143 |
| Total | $108,177,830 | $1,986,143 |
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Separately Managed Accounts
Total SMA Asset: $108,177,830
Equity - Exchange:
58.1% Corporate - Investment Grade:
22.8% Cash:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,949,384,109 | 58.1% |
| Corporate - Investment Grade | $764,990,666 | 22.8% |
| Cash | $640,847,443 | 19.1% |
| Total | $3,355,222,218 | 100.0% |