AMI Asset Management Corp
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 110291
- Registered since
- August 23, 1994
- Website
- www.amiassetmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- 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
FINTRXOverview
AMI Asset Management Corp is an independent, individually owned registered investment adviser that has been SEC-registered since 1994. The firm manages portfolios for both individuals and institutional clients on a percentage-of-AUM fee basis and provides portfolio management for individuals and small businesses, pooled investment vehicles, and institutional/business accounts. AMI does not list ESG investing as an active focus. The firm was recognized on CNBC’s Top 100 Financial Advisory Firms list in 2019.
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 Equities75%
- State & Local Bonds9%
- US Government Bonds7%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2Katharine Kim
Chief Compliance OfficerCRD 4417008
Christian Sessing
CIO & Portfolio ManagerCRD 2317088
Contacts
3 of 7William Tanner
ExecutiveCRD 4388542
Peter Mainstain
Founding PartnerCRD 4388544
Daniel Schniedwind
Managing Director of Fixed IncomeCRD 5920056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$8.2M in ETFs
100%
$8.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.5M | 3,275 | 30.31% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10866 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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