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AMI Asset Management Corp
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CRD # | 110291 |
SEC # | 801-47318 |
CIK # | 0001369702 |
AUM | $1.6 BB (2024-02-27) |
Employees | 15 (67% Investors, 0% Brokers) |
Phone | 424-320-4000 |
Address | 10866 Wilshire Blvd, Ste 770 Los Angeles, CA 90024 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
GOOGL | 1,475.1 | 0.1 | |
AMZN | 1,093.0 | 0.1 | |
LLY | 301.8 | 0.1 | |
ZTS | 80.1 | 0.1 | |
CRM | 170.6 | 0.1 | |
PWR | 17.8 | 0.1 | |
CHD | 22.1 | 0.1 | |
PODD | 15.7 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 799 | 0.3 |
(b) Individuals (high net worth individuals) | 321 | 1.0 |
(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 | 2 | 0.0 |
(g) Pension and profit sharing plans | 96 | 0.1 |
(h) Charitable organizations | 19 | 0.1 |
(i) State or municipal government entities | 0 | 0.1 |
(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 | 18 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 1,256 | 1.6 |
By Discretionary | ||
Discretionary | 1,256 | 1.6 |
Non-Discretionary | 0 | 0.0 |
Total | 1,256 | 1.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1.6 | |
Total | 1,256 | 1.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001369702] | |
SC 13G | [0001369702] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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AMI Asset Management Corp | AMI Asset Management Corp | [2019-08-28] |
AMI Asset Management Corp | AMI Asset Management Corp | [2019-02-05] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
GIA Partners LLC
✚
|
NY | 1.6 |
Argos Capital Partners LLC
✚
|
MO | 1.6 |
Quadrant Private Wealth Management LLC
✚
|
PA | 1.6 |
Keebeck Partners LLC
✚
|
IL | 1.6 |
Kiley Juergens Wealth Management LLC
✚
|
WA | 1.6 |
Crewe Advisors LLC
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|
UT | 1.6 |
Transamerica Financial Advisors Inc
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|
FL | 1.6 |
Pembroke Management Ltd
✚
|
1.6 | |
Nadler Financial Group Inc
✚
|
IL | 1.6 |
Moody Lynn Lieberson & Walker LLC
✚
|
MA | 1.6 |