Asset Management Advisors, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 111309
- Registered since
- May 26, 1999
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.56%
- Individuals6.9%
- Corporations / Businesses0.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Asset Management Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC registered (1999) and bills clients on a percentage-of-AUM basis. Its primary advisory activity is portfolio management for individuals and small businesses; the client base includes both individual/family and institutional relationships. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$255K in ETFs
100%
$255K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 VALUE INDEX FUND (VOOV) | Vanguard | Passive | Large Value | $255K | 1,158 | 100.00% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 6307 Waterford Blvd
- Time zone
- CT (UTC-6)
- Office locations
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