AMI Asset Management
TL;DR
AMI was founded in 1994 and manages equity and fixed income portfolios for individuals, trusts, institutions and private funds.
$1.9 billion
Regulatory AUM
As of ADV filing 2026-07-23
1,221
Accounts / Clients
1,113 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
13
Team Size
employees, 9 advisory
32 yrs
Years Registered
First registered 1994
About AMI Asset Management
AMI was founded in 1994 and manages equity and fixed income portfolios for individuals, trusts, institutions and private funds.
Office: 10866 Wilshire Blvd., Suite 770, Los Angeles, CA 90024.
Best for: investors from $500K wanting growth equity or bond portfolios
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD110291
RegistrationSEC-registered
First registration1994
Regulatory AUM$1.9 billion
ADV filing date2026-07-23
Accounts1,221
Clients1,113 individual and high-net-worth clients
Employees13
Advisory employees9
Fee modelAdvisory fees on AUM; ADV 2A says no broker-dealer registration
Minimum$10,000 minimum annual fee; strategy minimums $500,000 to $1,000,000 (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA named on the site team page
Source: SEC Investment Adviser Public Disclosure, CRD 110291, as of ADV filing 2026-07-23, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Los Angeles, CA (2026): rank 7 of 10
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.