Overview
Assets Under Management: $2.0 billion
Headquarters: MONUMENT, CO
High-Net-Worth Clients: 123
Average Client Assets: $3 million
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