Amazz Investment Management Inc

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Assets, Funds, Holdings

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Amazz Investment Management Inc
CRD #126545
SEC #801-85194
CIK #
AUM $87.7 M (2025-03-28)
Employees 1 (100% Investors, 0% Brokers)
Phone716-839-5252
Address5214 Main Street 200
Williamsville, NY 14221
Source [IAPD]
Total AUM ($M)
1008060402002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 40 10.3
(b) Individuals (high net worth individuals) 54 55.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 40 22.1
Total 134 87.7
By Discretionary
Discretionary 134 87.7
Non-Discretionary 0 0.0
Total 134 87.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 87.7
Total 134 87.7
Comparable Firms State AUM ($B)
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White Lighthouse Investment Management SARL
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Sterling Asset Management Co Inc
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Capital Design Private Wealth LLC
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Rubin Overseas Ltd
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Capital Endurance Group Inc
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DMK Advisor Group Inc
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