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AMS CAPITAL MANAGEMENT LLC
CRD 153540 · SEC 801-71340
63 BOVET ROAD, SUITE 313, SAN MATEO, CA, 94402, United States
Phone
650-344-1160
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsCONSULTING SERVICES FOR INVESTMENT ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $16.4M |
| High net worth individuals | 9 | $19.4M |
| Pension/profit sharing plans | 2 | $3.2M |
| Corporations/business entities | 1 | $88K |
All web addresses on file
Official SEC filing: View on IAPD