Amundi Asset Management Us, Inc

CRD#107719
Investment Advisor Firm

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Learn more about Amundi Asset Management Us, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Amundi Asset Management Us, Inc is located at 60 State Street, Boston, MA. The firm employs 108 financial advisors to manage client portfolios and provide financial guidance. Amundi Asset Management Us, Inc is not a registered broker-dealer.

    Amundi Asset Management Us, Inc oversees $99.7 billion in assets under management across 260 accounts, of which 247 are discretionary and 13 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The firm caters to banking institutions, investment companies, pooled investment vehicles, pension plans, insurance companies, and other types of investors, with the largest client type by accounts being categorized as other. The fee structure at Amundi Asset Management Us, Inc includes asset-based and performance-based fees. The firm maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, accountant or accounting firm, insurance company or agency, pension consultant, real estate broker or dealer, and commodity pool advisor.

    Amundi Asset Management Us, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $99.7 billion

    Number of Advisors

    108

    Disclosures

    No

    Office Location

    60 State Street
    Boston, MA 02109-1820

    Amundi Asset Management Us, Inc by the Numbers

    Total Assets Under Management

    $99.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    373

    National Average: 64
    Total Number of Accounts

    260

    National Average: 375,227
    Average Account Size

    $383.7 million

    National Average: $23.0 thousand
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    Products and Services

    Amundi Asset Management Us, Inc provides a number of services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. However, Amundi Asset Management Us, Inc did not provide any of its customers with financial planning services in the last fiscal year. The Firm is not involved in selling products or offering services other than investment advisory services to its investment advisory clients.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees largely depend on which services are provided. Fees charged by Amundi Asset Management Us, Inc most likely include any blend of the following fee types: asset-based or performance-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with a number of different investors. The firm works with banking institutions, investment companies, pooled investment vehicles, pension plans, insurance companies, and other. Out of its 6 clients, Amundi Asset Management Us, Inc's biggest client type by number of accounts is investment companies.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Amundi Asset Management Us, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Amundi Asset Management Us, Inc

    Patrick Carbone
    Boston, MA
    Samuel Weitz
    Boston, MA
    Michael O'Connor
    Boston, MA
    Brian Lomedico
    Boston, MA
    Stephen Casaccia
    Boston, MA
    Patrick Earley
    Boston, MA
    Ryan Creagh
    Boston, MA
    Michael Tran
    Boston, MA
    Daniel Nobile
    Boston, MA

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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