Hedge Fund Database

ASSET MANAGEMENT RESOURCES, LLC

Adviser information for ASSET MANAGEMENT RESOURCES, LLC last updated from Form ADV on November 1st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 890 $209.4M
Non-Discretionary 66 $11.3M
Total 956 $220.7M

Clients

Type Number RAUM
Individuals 282 $72.3M
HNW Individuals 80 $147.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $727,656
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFINANCIAL PLANNING SERVICES ON A SUBSCRIPTION BASIS

Identifiers

SEC RIA File Number 801-107394
SEC ERA File Number 801-107394
SEC CIK Numbers 1927120
SEC CRD Numbers 145296
Legal Entity Identifier None

Principal Office

1060 FALMOUTH ROAD
SUITE B-2
HYANNIS
MA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (866) 771-8901, Fax: (774) 470-1062

Websites

www.youtube.com/user/amrfinancial www.youtube.com/@amrquarterlymarketreport7573 twitter.com/smorechrisboyd www.somethingmorewithchrisboyd.com twitter.com/assetmgmtrsrcs www.linkedin.com/company/asset-management-resources-llc www.facebook.com/somethingmorewithchrisboyd/ www.facebook.com/pages/asset-management-resources-llc/404025289798158 www.amrfinancial.com/ www.boydinvest.com

Chief Compliance Officer

SCOTT A. BIRMINGHAM
INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER
99 E. MAIN ST
FRANKLIN
TN
United States
Tel: (866) 771-8901
Fax: (774) 470-1062
(Full email address available in API data)

Regulatory Contact

KRISTEN C. BOYD
DIRECTOR OF CLIENT SERVICES AND OFFICE MANAGEMENT
1060 FALMOUTH ROAD
SUITE B-2
HYANNIS
MA
United States
Tel: (866) 771-8901
Fax: (774) 470-1062
(Full email address available in API data)

Industry Affiliates

JEFF PERRY Real estate broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BOYD, JAMES, CHRISTOPHER Individual – MANAGER AND CHIEF EXECUTIVE OFFICER 02/2021 < 5%
J. CHRISTOPHER BOYD REVOCABLE TRUST Domestic Entity – MEMBER 01/2008 > 75%
BOYD, JAMES, CHRISTOPHER Individual J. CHRISTOPHER BOYD REVOCABLE TRUST CO-TRUSTEE 12/2017
BOYD, KRISTEN, CAVALIERE Individual J. CHRISTOPHER BOYD REVOCABLE TRUST CO-TRUSTEE 12/2017
Regan, Brian Individual – CHIEF INVESTMENT OFFICER 06/2020 < 5%
BIRMINGHAM, SCOTT, ANDREW Individual – INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER 02/2021 < 5%

No. Employees, Historic

1050202020212022202320247 on 3/29/20207 on 5/19/20206 on 9/2/20206 on 12/15/20209 on 3/31/20219 on 7/20/20219 on 10/19/202110 on 3/25/20229 on 3/30/20239 on 7/7/20239 on 9/25/20239 on 11/1/2023

RAUM, Historic

300M150M020202021202220232024179569451 on 3/29/2020179569451 on 5/19/2020179569451 on 9/2/2020179569451 on 12/15/2020194649884 on 3/31/2021194649884 on 7/20/2021194649884 on 10/19/2021240423860 on 3/25/2022220698617 on 3/30/2023220698617 on 7/7/2023220698617 on 9/25/2023220698617 on 11/1/2023

No. Clients, Historic

400200020202021202220232024301 on 3/29/2020301 on 5/19/2020301 on 9/2/2020301 on 12/15/2020309 on 3/31/2021309 on 7/20/2021309 on 10/19/2021357 on 3/25/2022362 on 3/30/2023362 on 7/7/2023362 on 9/25/2023362 on 11/1/2023

Holdings

From latest 13F, filed January 24th, 2024 for period ending December 31st, 2023
Name Class Value $USD # Shares Private Fund
ADVANCED MICRO DEVICES INC COM 308K 2K –
ALPHABET INC CAP STK CL A 351K 3K –
AMAZON COM INC COM 502K 3K –
APPLE INC COM 814K 4K –
AUTOZONE INC COM 445K 172 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 642K 2K –
BOEING CO COM 292K 1K –
BROADCOM INC COM 455K 407 –
CHENIERE ENERGY INC COM NEW 368K 2K –
CHURCH & DWIGHT CO INC COM 209K 2K –
COSTCO WHSL CORP NEW COM 348K 527 –
DISNEY WALT CO COM 217K 2K –
EVERSOURCE ENERGY COM 239K 4K –
GARTNER INC COM 757K 2K –
GLOBAL X FDS NASDAQ 100 COVER 407K 23K –
INNOVATOR ETFS TR US EQTY PWR BUF 6M 187K –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 215K 3K –
INVESCO QQQ TR UNIT SER 1 9M 21K –
ISHARES TR CORE DIV GRWTH 1M 22K –
ISHARES TR CORE S&P500 ETF 220K 460 –
ISHARES TR CORE US AGGBD ET 648K 7K –
ISHARES TR ISHARES BIOTECH 209K 2K –
ISHARES TR MSCI USA MIN VOL 11M 145K –
ISHARES TR RUS 1000 GRW ETF 423K 1K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 43M 846K –
JPMORGAN CHASE & CO COM 242K 1K –
KRANESHARES TR GLOBAL CARB STRA 828K 23K –
LOCKHEED MARTIN CORP COM 352K 777 –
MARSH & MCLENNAN COS INC COM 406K 2K –
MICROSOFT CORP COM 750K 2K –
NETFLIX INC COM 295K 606 –
NVIDIA CORPORATION COM 207K 417 –
PEPSICO INC COM 204K 1K –
PFIZER INC COM 238K 8K –
REGENERON PHARMACEUTICALS COM 393K 448 –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 27K –
SELECT SECTOR SPDR TR SBI INT-UTILS 217K 3K –
SIMON PPTY GROUP INC NEW COM 392K 3K –
SOUTHERN CO COM 223K 3K –
SPDR GOLD TR GOLD SHS 307K 2K –
SPDR S&P 500 ETF TR TR UNIT 1M 3K –
SPDR SER TR PORTFLI INTRMDIT 6M 209K –
SPDR SER TR PORTFOLI S&P1500 32M 546K –
SPDR SER TR PORTFOLIO AGRGTE 10M 374K –
SPDR SER TR PRTFLO S&P500 HI 3M 79K –
SPOTIFY TECHNOLOGY S A SHS 310K 2K –
TJX COS INC NEW COM 240K 3K –
TOLL BROTHERS INC COM 365K 4K –
TRACTOR SUPPLY CO COM 240K 1K –
UFP INDUSTRIES INC COM 437K 3K –
VANGUARD INDEX FDS MCAP VL IDXVIP 233K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 3M 8K –
VANGUARD INDEX FDS SMALL CP ETF 5M 22K –
VANGUARD INDEX FDS TOTAL STK MKT 7M 30K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 4M 66K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 13M 198K –
VANGUARD WORLD FD MEGA GRWTH IND 5M 20K –
VERIZON COMMUNICATIONS INC COM 449K 12K –
VISA INC COM CL A 435K 2K –