Asset Management Investors, LLC is a large advisory firm based in Chicago. It manages $432.82 million of regulatory assets for 364 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.
Asset Management Investors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Asset Management Investors, LLC is $432.82 million. The firm's AUM has grown by 203% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Asset Management Investors, LLC for their services and products based on a percentage of assets under management. 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.
Sherwin Alvin Zuckerman has been acting as President since 1 May 2005. Deborah Thida Stotts joined the executive team most recently as the Senior Vice President.
The principal office where Asset Management Investors, LLC performs its advisory services is located at 155 North Wacker Drive, Chicago, IL 60606, 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 312-948-8000 or by fax 312-277-2988. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.