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, owner-operated registered investment adviser that has been SEC-registered since 1999. The firm offers portfolio management primarily for individuals, small businesses and institutional clients, charging fees as a percentage of assets under management. It does not act as a capital allocator and does not identify as an active ESG investor. Its advisory activities focus on discretionary portfolio management rather than pension consulting or multi-state adviser services.
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%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
Contacts
3 of 3Laura Roy
Accounting ManagerCRD 6854283
Jerry Williams
Investment AdvisorCRD 2757858
Michael Hackler
Security AnalystCRD 8243536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$275K in ETFs
100%
$275K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 VALUE INDEX FUND (VOOV) | Vanguard | Passive | Large Value | $275K | 1,253 | 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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