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AMI ASSET MANAGEMENT CORP
CRD 110291 · SEC 801-47318
10866 WILSHIRE BLVD., STE 770, LOS ANGELES, CA, 90024, United States
Phone
424 320-4000
Fax
424 320-4181
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.93B
Discretionary AUM
$1.93B
Team
13 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-11-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)MODEL BASED PROGRAMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 726 | $270.3M |
| High net worth individuals | 387 | $1.32B |
| Pooled investment vehicles | 2 | $18.6M |
| Pension/profit sharing plans | 68 | $89.1M |
| Charitable organizations | 13 | $65.0M |
| Corporations/business entities | 25 | $165.2M |
States served
AZ, CA, CO, IL, IA, MA, NV, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD