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AMI ASSET MANAGEMENT CORP

10866 Wilshire Blvd., Ste 770
Los Angeles, California 90024
Tel: 424 320-4000

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About AMI ASSET MANAGEMENT CORP

AMI ASSET MANAGEMENT CORP, formally registered with the SEC as AMI ASSET MANAGEMENT CORP. The firm was established in 08/23/1994. They have over 2 offices throughout the country.

AMI ASSET MANAGEMENT CORP is a Los Angeles, California based Financial Planning firm with nearly $1,838,298,695 assets under management, offering retirement planning & investment advisory services to 1278 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110291
SEC#801-47318
Assets Managed by Firm$1,838,298,695
No. of Clients1278
No. of Advisors14

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (MODEL BASED PROGRAMS)

Firm Client Information

No. of ClientsAUM
Firm Total1278$1,838,298,695
Individuals (other than high net worth individuals)775$285,335,249
High net worth individuals360$1,151,506,165
Pension and profit sharing plans85$119,538,112
Charitable organizations20$78,103,213
Corporations or other businesses36$186,915,635

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