CRD: 142396
Asset Management Financial Services Inc.
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-1990
- Office Locations
- 1
Office Locations
About Asset Management Financial Services Inc.
CORE Investment Management (Clearwater, FL) provides discretionary portfolio management and holistic financial planning, including hourly consulting. As a fiduciary with a fee-only management style, the team builds diversified portfolios across equities, bonds, mutual funds, and ETFs using a committee-driven selection process supported by outside equity consultants. Strategies include dividend equity, insured downside-protection, SMA access to specialist managers, and select investment-grade corporate bond portfolios. Advisory services through AMFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WENDY ANN SPENCER
Chief Compliance Officer, DIRECTOR, President
- CRD
- #2438932
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
HELEN SYLVIA RIMENSNYDER
Investment Advisor
- CRD
- #4966362
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,473,813 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,473,813 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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