|
|
|
|
|
|
AM GLOBAL FAMILY INVESTMENT OFFICE
|
|
AM GLOBAL FAMILY INVESTMENT OFFICE
(CRD# 159319)
is an SEC-Registered Investment Advisor (RIA), headquartered in
West Palm Beach, FL.
The SEC approved the firm to operate as an RIA in
Aug 2013.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$367.5 Million,
and has discretion over
79%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
5%
.
|
|
AM GLOBAL FAMILY INVESTMENT OFFICE
also reported in
Mar 2018:
-
8
employees,
with
6
performing advisory functions.
-
No registrations with foreign financial regulatory authorities.
-
NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
|
|
AM GLOBAL FAMILY INVESTMENT OFFICE has no disclosure events reported to the SEC at this time.
|
|
|
|
|
|
|
|
|
AM GLOBAL FAMILY INVESTMENT OFFICE has Notice Filings with the following State Securities Authorities:
FL-Aug 2013, PA-Mar 2016
|
|
Disclaimer:
The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
provided erroneous data to the SEC. Feel Free to
contact FindingFraud.org with questions or concerns.
|
|
|
|
