AMI Asset Management Corp

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Assets, Funds, Holdings

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AMI Asset Management Corp
CRD #110291
SEC #801-47318
CIK #0001369702
AUM $1.6 BB (2024-02-27)
Employees 15 (67% Investors, 0% Brokers)
Phone424-320-4000
Address10866 Wilshire Blvd, Ste 770
Los Angeles, CA 90024
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
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 ($BB)
3.02.41.81.20.60.02013201720212025
AUM Breakdown Accounts AUM ($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
13F-HR [0001369702]
SC 13G [0001369702]
Form 13D/13G Filer Form 13D/13G Subject Filed
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
UT 1.6
Transamerica Financial Advisors Inc
FL 1.6
Pembroke Management Ltd
1.6
Nadler Financial Group Inc
IL 1.6
Moody Lynn Lieberson & Walker LLC
MA 1.6
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