PPrivate Fund Data Log in Join · $37/mo

Advisors Asset Management, Inc.

● SEC registered since 2004CRD 46727SEC# 801-62731Monument, CO
Export (members)
Reg. AUM
$1.96B
Employees
274
Accounts
1,591
Location
Monument, CO

Advisors Asset Management, Inc. assets under management

Advisors Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Monument, CO. The firm has been registered since 2004. It reports $2 billion in regulatory assets under management and employs 274 people.

Advisors Asset Management, Inc. owners & executives

26 reported
NameTitleOwnershipSince
Aam Holdings, Inc ControlShareholderOver 75%2010
Alex Robert Meitzner ControlSr. VpUnder 5%2008
Bart Patrick Daniel ControlChief Technology Officer/DirectorUnder 5%2013
See all 26 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Advisors Asset Management, Inc. manage?

Advisors Asset Management, Inc. reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Advisors Asset Management, Inc. have?

Advisors Asset Management, Inc. reports 274 employees.

Where is Advisors Asset Management, Inc. located?

Advisors Asset Management, Inc. is based in Monument, CO and has been SEC-registered since 2004.

Does Advisors Asset Management, Inc. disclose fund performance?

Advisors Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18925 Base Camp Road, Suite 203, Monument, CO 80132
Phone719-488-9956
Fax719-488-4215
Office hours6:00 a.m. - 3:30 p.m.
SEC regionDenver Regional Office (DRO)
CIK1297376
Discloses disciplinary historyYes

Assets under management

Discretionary$1.96B
Non-discretionary$1.2M
Total (RAUM)$1.96B