Jeffrey
Tomaneng

Asset Management Resources, LLC

CRD#2412116
Investment Advisor
in Hyannis, MA

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About this Advisor

Jeffrey Tomaneng is a certified financial planner and chartered financial consultant who works out of Hyannis, Massachusetts with 2 years of relevant experience. Tomaneng is on the advisory team at Asset Management Resources, LLC. Over the course of their career, they have held roles at Lincoln Investment Planning, Inc, Sapers & Wallack, Lion Street Financial, Lion Street Advisors and Asset Management Resources, LLC. Tomaneng maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts and Texas. Asset Management Resources, LLC is a company operating out of Hyannis, MA. The investment advisory business has offices in three locations and a total of nine people on staff. It handles $221 million in assets between its 956 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 956 client accounts, 22% are associated with high-net-worth individuals who have more than $1 million in investable assets. Asset Management Resources, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually vary depending on which service is offered. However, fees billed by Asset Management Resources, LLC may include asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

1060 Falmouth Road Suite B-2
Hyannis, MA 02601

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Asset Management Resources, LLC Brokerage Details

Total Assets Under Management

$220,698,617

MA Average: $16,012,751,954
Total Number of Employees

9

MA Average: 118
Total Number of Accounts

956

MA Average: 4,567
Average Account Size

$230,856

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jeffrey Tomaneng Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Asset Management Resources, LLC

2019 - 2021 (2 years)

Sapers & Wallack

2019 - 2021 (2 years)

Lion Street Financial

2019 - 2021 (2 years)

Lion Street Advisors

2009 - 2019 (10 years)

Lincoln Investment Planning, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Tomaneng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Management Resources, LLC

Scott Birmingham
Hyannis, MA
Jeffrey Perry
Hyannis, MA
Kristen Boyd
Hyannis, MA
Brian Regan
Hyannis, MA
Jeffrey Tomaneng
Hyannis, MA
James Boyd
Hyannis, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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