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| AM Investment Strategies LLC
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| |
|---|---|
| CRD # | 165823 |
| SEC # | 801-77283 |
| CIK # | 0001818897 |
| AUM | $621.8 MM (2024-08-20) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 423-486-1888 |
| Address | 832 Georgia Avenue Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.1 | |
| AMZN | 1,092,997.8 | 0.1 | |
| SNV | 5,354.4 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| META | 434,852.0 | 0.0 | |
| GE | 72,511.8 | 0.0 | |
| USB | 69,666.4 | 0.0 | |
| RJF | 19,897.9 | 0.0 | |
| GS | 102,858.9 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 419 | 96.7 |
| (b) Individuals (high net worth individuals) | 119 | 520.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.9 |
| Total | 1,293 | 621.8 |
| By Discretionary | ||
| Discretionary | 1,189 | 445.3 |
| Non-Discretionary | 104 | 176.6 |
| Total | 1,293 | 621.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 621.8 | |
| Total | 1,293 | 621.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001818897] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Buttonwood Financial Group LLC
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|
MO | 0.6 |
|
Occidental Asset Management LLC
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CA | 0.6 |
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HC Advisors LLC
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GA | 0.6 |
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Whalerock Point Partners LLC
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RI | 0.6 |
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Lawson Kroeker Investment Management Inc
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NE | 0.6 |
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Concentrum Wealth Management Inc
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CA | 0.6 |
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Sterling Financial Planning Inc
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NJ | 0.6 |
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Kahn Brothers Advisors LLC
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NY | 0.6 |
|
Windsor Capital Management LLC
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AZ | 0.6 |
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Paratus Financial Inc
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TX | 0.6 |