Bank / Wealth / TrustRIA · CRD 119878

Updated:

Asset Management Associates

Asset Management Associates is a state-registered investment adviser. The firm manages $101 million in assets, with $95 million on a discretionary basis.

Asset Management Associates logo

Asset Management Associates

Asset Management Associates is a state-registered investment adviser. The firm manages $101 million in assets, with $95 million on a discretionary basis. It advises clients on investment strategies.

General information

Firm type

Bank / Wealth / Trust

Year founded

1987

Location

Region

North America

Country

United States

City

South Windsor

Corporate office

South Windsor, CT, United States

Frequently asked questions

Who are the principals behind Asset Management Associates?

Principal operators are not identified in any publicly available source. The firm's deliberately low profile — no website, no LinkedIn page, no press mentions — means leadership remains known only to clients and local professional networks. This is not unusual for a practice of its size and type.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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