American Money Management Corporation ("Ammc")

RIASEC Registered
Total AUM
$21.3B
Discretionary
$21.3B
100% of AUM
Avg account
$474M
Accounts
45
Employees
25
Advisory reps
6

Firm details

Headquarters
Cincinnati, Ohio
CRD number
161853
Registered since
March 14, 2012
Custodians
BANKING
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Insurance Companies80.58%
  • Pooled Investment Vehicles19.42%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

American Money Management Corporation (Ammc) is an institutional-focused investment manager that concentrates on pooled vehicles and institutional mandates, with a clear emphasis on securitized asset strategies. The firm acts primarily as a manager of securitized asset funds and provides portfolio management services to pooled investment vehicles and businesses or institutions. Its fee schedules combine AUM-based fees, fixed fees and performance-based components, indicating active portfolio management and potential incentive alignment with investors. Ammc’s activity profile shows a heavy tilt toward structured and private-market credit instruments rather than retail-style long-only equity strategies. The firm is not positioned as an ESG-active investor and is organized as a domestic corporation with an insurance industry affiliation, which helps explain the tilt toward liability-sensitive, yield-oriented products such as collateralized debt and other securitized structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 37%, Other 21%, Investment Grade Corp Bonds 18%, Cash & Cash Equivalents 10%, State & Local Bonds 5%, Exchange Traded Equities 3%, Sovereign Bonds 2%, Non-Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%37%
  • Private Funds37%
  • Other21%
  • Investment Grade Corp Bonds18%
  • Cash & Cash Equivalents10%
  • State & Local Bonds5%

Contacts

3 of 6
  • Thomas Keitel

    Senior Vice PresidentCRD 6175042

  • John Fronduti

    Assistant General CounselCRD 6775302

  • Patrick Byrne

    Senior Vice PresidentCRD 4511815

Unlock 3 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
301 E 4th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth