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AM INVESTMENT STRATEGIES, LLC
CRD 165823 · SEC 801-77283
832 GEORGIA AVENUE, SUITE 100, CHATTANOOGA, TN, 37402, United States
Phone
423-486-1888
Fax
423-486-1890
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$738.4M
Discretionary AUM
$593.9M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingREPORTING/ACCOUNT ADMINISTRATIVE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 436 | $110.5M |
| High net worth individuals | 140 | $622.7M |
States served
AL, CA, GA, NC, PA, TN, TX, FL
Official SEC filing: View on IAPD