RIA Intel›Advisers›Florida›ASSET MANAGEMENT FINANCIAL SERVICES INC.

ASSET MANAGEMENT FINANCIAL SERVICES INC.

Advisory

CLEARWATER, FL

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in FL

#1,413

of 2,610 advisers by AUM

Average account

$283K

across 281 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$79M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$79M

Discretionary AUM$79M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients102

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

102 clients

37 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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