Asset Management Resources, LLC Employee Directory

Financial ServicesUnited States11-50 Employees

At Asset Management Resources we offer personalized investment services to those intent on enjoying a secure retirement. We are an independent, boutique style, registered investment advisor firm serving Massachusetts, Greater Nashville, and beyond. 

Investing is complex, so having a professional on your team is essential. Working with a professional can help you enhance expected performance and manage risk. And, at AMR we pride ourselves as a fiduciary, always striving to act in your best interest. We also offer:

> The personalized, ethical attention you deserve.  
> A comprehensive approach to financial and investment planning.
Including your long term goals for income, wealth creation and wealth preservation.
> An array of investment options—both discretionary and non discretionary,
plus third party management services.
> Communication and flexibility that suits your needs.
> Fee based management.
> A well defined investment process and a dedicated team that gives you
confidence.

Services include: Portfolio Management , Investment Advice, Financial Planning and Consulting. Insurance and Estate and Trust services available through company affiliations.



Legal disclosures: https://amrfinancial.com/important-disclaimers/

Find Asset Management Resources, LLC employees' phone numbers or email addresses

Asset Management Resources, LLC Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Asset Management Resources, LLC's Leadership

  • Stylized image of a person
    C. O.
    Chief Executive Officer And President
    Phone icon
  • Stylized image of a person
    C. K.
    Owner
    Phone icon
  • Stylized image of a person
    L. L.
    Office Manager
    Phone icon
  • Stylized image of a person
    M. P.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    A. D.
    Corrections Deputy
    Phone icon
  • Stylized image of a person
    B. K.
    Advertising Staff
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  • Stylized image of a person
    J. S.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    L. D.
    Business Development And Brand Specialist
    Phone icon

Contact profiles from Asset Management Resources, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K.
    Owner
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    C. O.
    Chief Executive Officer And President
    Phone icon
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    L. L.
    Office Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. P.
    Investment Advisor Representative
    Phone icon
    United StatesMassachusetts
    Nov 18, 2025
  • Stylized image of a person
    A. D.
    Corrections Deputy
    Phone icon
    United StatesOregon
    Jun 13, 2025
  • Stylized image of a person
    B. K.
    Advertising Staff
    Phone icon
    UNITED STATES
    Jul 12, 2023
  • Stylized image of a person
    J. S.
    Administrative Assistant
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    L. D.
    Business Development And Brand Specialist
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    W. R.
    Investment Advisor Representative
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    L. U.
    Office Assistant
    Phone icon
    United StatesMassachusetts
    Oct 19, 2025

Frequently Asked Questions

What is Asset Management Resources, LLC known for?

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Asset Management Resources, LLC was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 1060 Falmouth Rd, Suite B-2, Hyannis, MA 02601, US; you can contact the main corporate office by phone at . Explore Asset Management Resources, LLC's company overview page for more information.

What is Asset Management Resources, LLC's most common email format?

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Asset Management Resources, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Asset Management Resources, LLC email formats with LeadIQ.

How many employees does Asset Management Resources, LLC have currently?

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Asset Management Resources, LLC has approximately 16 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Asset Management Resources, LLC's key employees and leadership?

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As of December 2025, Asset Management Resources, LLC's key employees include:

  • Chief Executive Officer And President: C. O.
  • Owner: C. K.
  • Office Manager: L. L.
  • Investment Advisor Representative: M. P.
  • Corrections Deputy: A. D.

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