Amd Financial Services LLC is a large advisory firm based in St. Louis. It manages $179.72 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Illinois, and Missouri.
Amd Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Amd Financial Services LLC is $179.72 million. The firm's AUM has grown by 469% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Amd Financial Services LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Amd Financial Services LLC performs its advisory services is located at 705 Olive Street, St. Louis, MO 63101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-655-5504 or by fax 314-655-5506. The normal business hours are 8:00am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.amdfs.com.