AMERIGO ASSET MANAGEMENT CORPORATION
Firm details
- Headquarters
- PORT CHARLOTTE, Florida
- CRD number
- 153607
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Amerigo Asset Management Corporation is a small, fee-based advisory firm that manages investment portfolios for individual clients and small businesses. The firm focuses on equity-oriented strategies, using exchange-traded equities and ETFs as the primary vehicles for client assets. Its business model centers on percentage-of-assets-under-management fees and discretionary portfolio management rather than pension consulting or institutional capital allocation. The firm does not position itself as an ESG investor. Advisory activity is concentrated on direct portfolio management for individuals and small business owners. Corporate structure is a privately held corporation with individual ownership. The firm reports a limited, concentrated client base and prefers liquid, publicly traded instruments to meet client objectives.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
2 of 2STEVEN BURKS
PresidentCRD 1466048
TRENT HUGHES
Financial AdvisorCRD 3226348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORT CHARLOTTE, FL
CHARLOTTE
Location
PORT CHARLOTTE, FL
Headquartered in PORT CHARLOTTE, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- CHARLOTTE
- Address
- 4410 Library St
- Time zone
- ET (UTC-5)
- Office locations
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