Advisors Asset Management, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
Tacoma, Washington
CRD number
285455
Fee structure
Hourly Charges, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Advisors Asset Management, Inc. is a Washington-state institutional RIA organized as a corporation and owned by an individual. The firm positions itself as a capital allocator and as an adviser that selects other managers rather than running a broad in-house product platform. Its stated advisory activity is the selection of other advisers, and its fee arrangements include hourly charges alongside other unspecified fee structures. The firm is not described as an ESG investor and is not characterized as a multi-state or newly formed adviser. It does not present itself as a pension consultant and is not listed as a related adviser. An industry affiliation with an insurance company is noted, which may reflect distribution or referral relationships rather than an operating insurance carrier.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tacoma, WA

Pierce

Location

Tacoma, WA

Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Pierce
Address
4301 S Pine St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth