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Advisors Asset Management

18925 Base Camp Road, Suite 203
Monument, Colorado 80132
United States
 
Contact :      Jayme Fox
Phone :       719-487-6133
Fax :             719-488-4215
Email :         jfox@aamlive.com
Web :           http://www.aamlive.com

Advisors Asset Management Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $1,550
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1979
Wrap Programs Offered? : Yes
# of Accounts Managed : 1524
In-House Research : 30 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $
Envestnet   Equity $100000
Lockwood   FI $125000

Advisors Asset Management History

Advisors Asset Management (“AAM”), a division of Advisors Asset Management, Inc. (“AAM”), offers account management services exclusively through portfolios invested in a variety of fixed income instruments, equity, and unit investment trusts on a discretionary basis. AAM also has equity based managed money disciplines. Some of the client specific factors are prior investment experience, current investments, income needs, risk tolerance, income objectives, and other relevant data. Periodically, AAM may recommend purchases and sales in the account based on shifts in the market, fluctuations in interest rates, updates in customer suitability, goals, or financial objectives, and other related changes.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 22 Analysts : 3
Portfolio Managers : 8 Traders : 1
Client Service : 2 Operation : 8

Advisors Asset Management Personnel

Mrs.  Ariel Jezernicki

Operations/Administrators
Tel : 7194886130
Email: ajezernicki@aamlive.com

Advisors Asset Management Product Name

Core Plus:Privately Managed Accounts
Credit Opportunities:Privately Managed Accounts
Core Tax Exempt:Privately Managed Accounts
Conservative Taxable:Privately Managed Accounts
Managed High 50 Dividend:Privately Managed Accounts
Peroni Method:Privately Managed Accounts
Report Created: November,12 2018.  Copyright Money Manager Review , All rights Reserved.
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