ASSET MANAGEMENT FINANCIAL SERVICES INC.

ASSET MANAGEMENT FINANCIAL SERVICES INC. of CLEARWATER, FL is an SEC-registered investment adviser (CRD 142396). Regulatory assets under management: $79.5M.

Registration

• CRD: 142396
• Type: Registered investment adviser
• Location: 1401 S FORT HARRISON AVE, CLEARWATER, FL, 33756-2002
• Phone: 727-216-8525
• Latest filing: 2026-04-28
• Regulatory AUM: $79.5M
• Discretionary AUM: $79.5M
• Clients: 2
• Accounts: 281

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142396 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search