Advisors Asset Management, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

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 organized as a corporation and is classified in FINTRX as an institutional registered investment adviser owned by an individual. The firm's stated role is that of a capital allocator: its advisory activity centers on selecting other advisers and third‑party managers rather than operating as a purely in‑house asset manager. Fee arrangements include hourly billing and other, unspecified fee models. The record indicates the firm is not an active ESG investor, does not operate as a multistate adviser, and does not offer pension consulting or related‑adviser services. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Janet Pack

    Janet Pack

    CCOCRD 3122616

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth