Overview
Assets Under Management: $2.0 billion
Headquarters: MONUMENT, CO
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Frequently Asked Questions
ADVISORS ASSET MANAGEMENT, INC. charges 2.50% on all assets according to their SEC Form ADV filing. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #46727), ADVISORS ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ADVISORS ASSET MANAGEMENT, INC. is headquartered in MONUMENT, CO.
ADVISORS ASSET MANAGEMENT, INC. serves 123 high-net-worth clients according to their SEC filing dated June 27, 2025. View client details ↓
According to their SEC Form ADV, ADVISORS ASSET MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
ADVISORS ASSET MANAGEMENT, INC. manages $2.0 billion in client assets according to their SEC filing dated June 27, 2025.
According to their SEC Form ADV, ADVISORS ASSET MANAGEMENT, INC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Fee Structure
Primary Fee Schedule (AAM ADV PART 2A BROCHURE)
| Min | Max | Marginal Fee Rate |
|---|---|---|
| $0 | and above | 2.50% |
Illustrative Fee Rates
| Total Assets | Annual Fees | Average Fee Rate |
|---|---|---|
| $1 million | $25,000 | 2.50% |
| $5 million | $125,000 | 2.50% |
| $10 million | $250,000 | 2.50% |
| $50 million | $1,250,000 | 2.50% |
| $100 million | $2,500,000 | 2.50% |
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,591
Discretionary Accounts: 1,558
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 46727
Filing ID: 2000587
Last Filing Date: 2025-06-27 14:25:00
Website: https://aamlive.com
Form ADV Documents