AM INVESTMENT STRATEGIES, LLC

832 Georgia Avenue
Suite 100
Chattanooga, Tennessee 37402
Tel: 423-486-1888

About AM INVESTMENT STRATEGIES, LLC

AM INVESTMENT STRATEGIES, LLC, formally registered with the SEC as AM INVESTMENT STRATEGIES, LLC. The firm was established in 11/08/2012. They have over 1 offices throughout the country.

AM INVESTMENT STRATEGIES, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $709,903,352 assets under management, offering retirement planning & investment advisory services to 1357 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165823
SEC#	801-77283
Assets Managed by Firm	$709,903,352
No. of Clients	1357
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (REPORTING/ACCOUNT ADMINISTRATIVE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1357	$709,903,352
Individuals (other than high net worth individuals)	438	$105,356,472
High net worth individuals	132	$599,653,483
Pension and profit sharing plans	Fewer than 5 clients	$3,996,937

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ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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