AMERIGO ASSET MANAGEMENT CORPORATION

RIASEC Registered
Total AUM
$3.9M
Discretionary
$3.9M
100% of AUM
Avg account
$389K
Accounts
10
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

2 of 2
  • STEVEN BURKS

    PresidentCRD 1466048

  • TRENT HUGHES

    Financial AdvisorCRD 3226348

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth