AMI ASSET MANAGEMENT CORP

RIASEC RegisteredEst. 1994

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$1.6M

Accounts

1,221

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 110291
Registered since: August 23, 1994
Website: www.amiassetmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM
Client types: HNWI68.42%
Individuals14.04%
Corporations / Businesses8.58%
Pension & Profit Sharing Plans4.63%
Charitable Organizations3.37%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AMI Asset Management Corp is a privately held advisory firm that runs concentrated equity-oriented portfolios for both individuals/families and institutional clients. The firm charges a percentage-of-AUM fee and provides discretionary portfolio management across separate accounts and pooled vehicles. Its public-equity activity dominates the visible footprint: the firm favors exchange-traded equities as the primary building block of client solutions and uses third-party funds and commodity/oil & gas exposures to add non-correlated return drivers and income-oriented allocations. AMI Asset Management Corp has been recognized outside the industry, including placement on CNBC’s Top 100 Financial Advisory Firms list in 2019. The firm is not positioned as an active ESG investor and does not identify as a multi-state adviser.