Overview
Assets Under Management: $368 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 15
Average Client Assets: $23.3 million
Frequently Asked Questions
AM GLOBAL FAMILY INVESTMENT OFFICE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159319), AM GLOBAL FAMILY INVESTMENT OFFICE is subject to fiduciary duty under federal law.
AM GLOBAL FAMILY INVESTMENT OFFICE is headquartered in WEST PALM BEACH, FL.
AM GLOBAL FAMILY INVESTMENT OFFICE serves 15 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, AM GLOBAL FAMILY INVESTMENT OFFICE offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
AM GLOBAL FAMILY INVESTMENT OFFICE manages $368 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, AM GLOBAL FAMILY INVESTMENT OFFICE serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.16%
Average Client Assets: $23.3 million
Total Client Accounts: 152
Discretionary Accounts: 124
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 159319
Filing ID: 1195317
Last Filing Date: 2018-03-29 15:37:00