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AMUNDI ASSET MANAGEMENT US, INC.

60 State Street
Boston, Massachusetts 02109-1820
Tel: 617-422-4700

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About AMUNDI ASSET MANAGEMENT US, INC.

AMUNDI ASSET MANAGEMENT US, INC, formally registered with the SEC as AMUNDI ASSET MANAGEMENT US, INC. The firm was established in 12/14/1971. They have over 2 offices throughout the country.

AMUNDI ASSET MANAGEMENT US, INC. is a Boston, Massachusetts based Financial Planning firm with nearly $119,879,781,261 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 373 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107719
SEC#801-8255
Assets Managed by Firm$119,879,781,261
No. of Clients257
No. of Advisors373

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total257$119,879,781,261
High net worth individualsFewer than 5 clients$30,967,015
Pension and profit sharing plans41$4,382,689,997
Charitable organizations5$866,839,596

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