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| Advisors Asset Management Inc
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|---|---|
| CRD # | 46727 |
| SEC # | 801-62731 |
| CIK # | 0001297376, 0001076557 |
| AUM | $3.9 BB (2024-07-29) |
| Employees | 272 (18% Investors, 75% Brokers) |
| Phone | 719-488-9956 |
| Address | 18925 Base Camp Road Monument, CO 80132 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AMZN | 1,093.0 | 0.2 | |
| MSFT | 1,918.2 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| META | 434.9 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| V | 419.3 | 0.1 | |
| VZ | 211.9 | 0.1 | |
| MA | 309.6 | 0.1 | |
| WMT | 335.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,310 | 0.4 |
| (b) Individuals (high net worth individuals) | 110 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 3.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 276 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 53 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,767 | 3.9 |
| By Discretionary | ||
| Discretionary | 1,736 | 3.8 |
| Non-Discretionary | 31 | 0.0 |
| Total | 1,767 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 1,767 | 3.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001297376] | |
| SC 13G | [0001297376] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TFO Wealth Partners LLC
✚
|
OH | 3.9 |
|
Buckhead Capital Management LLC
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GA | 3.9 |
|
Venture Visionary Partners LLC
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OH | 3.9 |
|
Moss Adams Wealth Advisors LLC
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WA | 3.9 |
|
Graypoint LLC
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NY | 3.9 |
|
Financial Advocates Investment Management
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WA | 3.9 |
|
Rehmann Capital Advisory Group LLC
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|
MI | 3.8 |
|
Dearborn Partners LLC
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|
IL | 3.8 |
|
Clearwater Advisors LLC
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|
ID | 3.8 |
|
Bowen Hanes & Co Inc
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|
FL | 3.8 |