LOS ANGELES, CACRD 110291Latest ADV November 14, 2025
Ami Asset Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated November 14, 2025, reports $1.9B in regulatory assets under management, 13 employees, 1 office, and 1,221 accounts.
Assets Under Management
$1.9B
Employees
13
Offices
1 office
Total Clients
1,221
Primary office
LOS ANGELES, CA
10866 WILSHIRE BLVD., STE 770, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
726
2
HNWI
31.7%
387
3
Pension Plans
5.6%
68
4
Corporations
2.0%
25
5
Charitable
1.1%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of November 14, 2025
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts1,221
10Y AUM Change+$160M (+9.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee94:1
10Y Employee Change-1 (-7.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.