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| Happy Holidays!! thanks for using AUM13F!! |
| AMI Asset Management Corp
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| CRD # | 110291 |
| SEC # | 801-47318 |
| CIK # | 0001369702 |
| AUM | $1.8 B (2025-07-23) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 424-320-4000 |
| Address | 10866 Wilshire Blvd, Ste 770 Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001369702 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Quanta Services Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Church & Dwight Co Inc /DE/ | 0.1 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 0.1 | ||
| Insulet Corp | 0.1 | ||
| Lilly Eli & Co | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| Zoetis Inc | 0.0 | ||
| Laboratory Corp of America Holdings | 0.0 | ||
| Colgate Palmolive Co | 0.0 | ||
| Cyberark Software Ltd | 0.0 | ||
| Becton Dickinson & Co | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Waste Management Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Pinterest Inc | 0.0 | ||
| West Pharmaceutical Services Inc | 0.0 | ||
| Chewy Inc | 0.0 | ||
| Synopsys Inc | 0.0 | ||
| Ecolab Inc | 0.0 | ||
| McCormick & Co Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 775 | 0.3 |
| (b) Individuals (high net worth individuals) | 360 | 1.2 |
| (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 | 85 | 0.1 |
| (h) Charitable organizations | 20 | 0.1 |
| (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 | 36 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,278 | 1.8 |
| By Discretionary | ||
| Discretionary | 1,278 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,278 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 1,278 | 1.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|---|---|---|
|
Rather & Kittrell Inc
✚
|
TN | 1.9 |
|
Private Wealth Asset Management LLC
✚
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NE | 1.8 |
|
Balis Enterprises LLC
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1.8 | |
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Traynor Capital Management Inc
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PA | 1.8 |
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United Asset Strategies Inc
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NY | 1.8 |
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The Investment Counsel Company of Nevada
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NV | 1.8 |
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Redhawk Wealth Advisors Inc
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|
MN | 1.8 |
|
Expand Financial LLC
✚
|
1.8 | |
|
Golden State Wealth Management LLC
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|
CA | 1.8 |
|
Stonebridge Financial Group LLC
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|
PA | 1.8 |