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| Happy Holidays!! thanks for using AUM13F!! |
| Advisors Asset Management Inc
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| CRD # | 46727 |
| SEC # | 801-62731 |
| CIK # | 0001076557, 0001297376 |
| AUM | $2.0 B (2025-06-27) |
| Employees | 274 (19% Investors, 76% Brokers) |
| Phone | 719-488-9956 |
| Address | 18925 Base Camp Road Monument, CO 80132 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| Verizon Communications Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,399 | 0.4 |
| (b) Individuals (high net worth individuals) | 123 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 1.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 276 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 50 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,591 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,558 | 2.0 |
| Non-Discretionary | 33 | 0.0 |
| Total | 1,591 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,591 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001297376] | |
| SC 13G | [0001297376] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BSW Wealth Partners Inc A Public Benefit Corporation
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|
CO | 2.0 |
|
Cable Hill Partners LLC
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OR | 2.0 |
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Marks Group Wealth Management Inc
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MN | 2.0 |
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Pinnacle Wealth Management Advisory Group LLC
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NJ | 2.0 |
|
Sellwood Investment Partners LLC
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OR | 2.0 |
|
Sisung Investment Management Services LLC
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|
LA | 2.0 |
|
Tradition Wealth Management LLC
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|
MN | 2.0 |
|
Sigma Investment Counselors Inc
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|
MI | 1.9 |
|
Pinnacle Wealth Planning Services Inc
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|
OH | 1.9 |
|
Wealthquest Corporation
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|
OH | 1.9 |