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Asset Management Advisors, LLC

● SEC registered since 1999CRD 111309SEC# 801-56554Oklahoma City, OK
Export (members)
Reg. AUM
$197.7M
Employees
2
Accounts
249
Location
Oklahoma City, OK

Asset Management Advisors, LLC assets under management

Asset Management Advisors, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 1999. It reports $197.7 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Asset Management Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jerry Milton Williams ControlManaging Member50-75%1996
Laura Ann Roy ControlChief Compliance Officer50-75%2018
Laura Ann Roy ControlManaging Member50-75%2018

Frequently asked questions

How much does Asset Management Advisors, LLC manage?

Asset Management Advisors, LLC reports $197.7 million in regulatory assets under management on its Form ADV.

How many employees does Asset Management Advisors, LLC have?

Asset Management Advisors, LLC reports 2 employees.

Where is Asset Management Advisors, LLC located?

Asset Management Advisors, LLC is based in Oklahoma City, OK and has been SEC-registered since 1999.

Does Asset Management Advisors, LLC disclose fund performance?

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

Contact & registration

Address6307 Waterford Blvd., Suite 200, Oklahoma City, OK 73118-1117
Phone405-842-1881
Fax405-842-1413
Office hours9:00a.m. - 6:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1596355
Discloses disciplinary historyNo

Assets under management

Discretionary$197.7M
Non-discretionary$0
Total (RAUM)$197.7M