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., 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
FINTRXOverview
AMI Asset Management Corp is an independent, SEC-registered advisory business founded in 1994 and owned by an individual. The firm manages portfolios for both individuals/families and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope spans discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or corporate accounts. FINTRX flags the firm as not an active ESG investor. The firm received a CNBC Top 100 Financial Advisory Firms recognition in 2019. FINTRX characterizes AMI as not operating as a capital allocator and not as a pension consultant or related adviser.
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 Equities76%
- State & Local Bonds10%
- US Government Bonds5%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2Christian Sessing
CIO & Portfolio ManagerCRD 2317088
Katharine Kim
Chief Compliance OfficerCRD 4417008
Contacts
3 of 7
Daniel Schniedwind
Managing Director of Fixed IncomeCRD 5920056
Richard Schimbor
Senior Equity AnalystCRD 7739927
Andrew Zamfotis
Porfolio ManagerCRD 2929430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$13.2M in ETFs
100%
$13.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $9.4M | 75,839 | 71.12% |
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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