Overview
Assets Under Management: $734 million
Headquarters: RANCHO SANTA FE, CA
High-Net-Worth Clients: 184
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,674
Discretionary Accounts: 1,671
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 115357
Last Filing Date: 2025-02-21 00:00:00
Website: https://amminvest.com