Overview
Assets Under Management: $198 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 39
Average Client Assets: $5 million
Frequently Asked Questions
ASSET MANAGEMENT ADVISORS, LLC 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 #111309), ASSET MANAGEMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
ASSET MANAGEMENT ADVISORS, LLC is headquartered in OKLAHOMA CITY, OK.
ASSET MANAGEMENT ADVISORS, LLC serves 39 high-net-worth clients according to their SEC filing dated February 17, 2025. View client details ↓
According to their SEC Form ADV, ASSET MANAGEMENT ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
ASSET MANAGEMENT ADVISORS, LLC manages $198 million in client assets according to their SEC filing dated February 17, 2025.
According to their SEC Form ADV, ASSET MANAGEMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.45
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 249
Discretionary Accounts: 249
Regulatory Filings
CRD Number: 111309
Last Filing Date: 2025-02-17 00:00:00
Website: https://amallc.org