AAM

30 West Monroe Street
Third Floor
Chicago, Illinois 60603-2405
Tel: 312-263-2900

About AAM

AAM, formally registered with the SEC as AAM. The firm was established in 03/01/2001. They have over 3 offices throughout the country.

AAM is a Chicago, Illinois based Financial Planning firm with nearly $22,965,698,670 assets under management, offering retirement planning & investment advisory services to 769 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109875
SEC#	801-60075
Assets Managed by Firm	$22,965,698,670
No. of Clients	769
No. of Advisors	48

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	769	$22,965,698,670
High net worth individuals	2	$213,123,780
Corporations or other businesses	1	$127,323,622

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