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| Advisors Asset Management Inc
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|---|---|
| CRD # | 46727 |
| SEC # | 801-62731 |
| CIK # | 0001297376 |
| AUM | 2,209.3 M (2026-03-31) |
| Employees | 255 (16% Investors, 78% Brokers) |
| Fees | |
| Minimum | |
| Phone | 719-488-9956 |
| Address | 18925 Base Camp Road Monument, CO 80132 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Verizon Communications Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | AAM / Wilshire Infrastructure Fund LP | 2026-03-31 | 44.6 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,314 | 0.4 |
| (b) Individuals (high net worth individuals) | 125 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 11 | 1.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 45 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,505 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,460 | 2.2 |
| Non-Discretionary | 45 | 0.0 |
| Total | 1,505 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,505 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001297376] | |
| SC 13G | [0001297376] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| LEI | Z75DLV0PQ63UKOG1Q572 |
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