AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")

RIASEC RegisteredEst. 2012
Total AUM
$21.3B
Discretionary
$21.3B
100% of AUM
Avg account
$474M
Accounts
45
Employees
25
Advisory reps
10

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
161853
Registered since
March 14, 2012
Custodians
BANKING
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Insurance Companies80.58%
  • Pooled Investment Vehicles19.42%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

American Money Management Corporation (Ammc) is an institutional-focused investment manager that concentrates on pooled vehicles and institutional mandates, with a clear emphasis on securitized asset strategies. The firm acts primarily as a manager of securitized asset funds and provides portfolio management services to pooled investment vehicles and businesses or institutions. Its fee schedules combine AUM-based fees, fixed fees and performance-based components, indicating active portfolio management and potential incentive alignment with investors. Ammc’s activity profile shows a heavy tilt toward structured and private-market credit instruments rather than retail-style long-only equity strategies. The firm is not positioned as an ESG-active investor and is organized as a domestic corporation with an insurance industry affiliation, which helps explain the tilt toward liability-sensitive, yield-oriented products such as collateralized debt and other securitized structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Private Funds 37%, Other 21%, Investment Grade Corp Bonds 18%, Cash & Cash Equivalents 10%, State & Local Bonds 5%, Exchange Traded Equities 3%, Sovereign Bonds 2%, Non-Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%37%
  • Private Funds37%
  • Other21%
  • Investment Grade Corp Bonds18%
  • Cash & Cash Equivalents10%
  • State & Local Bonds5%

Contacts

3 of 10
  • DAVID MEYER

    Senior Vice PresidentCRD 6034383

  • JASON MANEY

    Senior Vice PresidentCRD 6034376

  • JOHN FRONDUTI

    Assistant General CounselCRD 6775302

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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

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
301 E 4th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth