American Money Management Corporation ("Ammc")
Answer a few questions and
get matched with an advisor.
Learn more about American Money Management Corporation ("Ammc")
Overview
American Money Management Corporation ("Ammc") operates as an advisory firm based in Cincinnati, Ohio. The firm oversees $20.0 billion in total assets across 51 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). It has a small team, including 19 financial advisors. American Money Management Corporation ("Ammc") does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets like stocks, bonds and options.
American Money Management Corporation ("Ammc") oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices for the client's account without needing to seek the client's approval. The investment advisory firm supervises an average of $391.4 million for every customer account. The average advisor at American Money Management Corporation ("Ammc") administers around three client accounts, making it one of the most personalized advisor firms in the country.
American Money Management Corporation ("Ammc")'s central office is at 301 East Fourth Street, 27Th Floor, Cincinnati, Ohio 45202. The firm is legally permitted to serve customers in the state of Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
American Money Management Corporation ("Ammc") by the Numbers
$20.0 billion
23
51
$391.4 million
Fee Structure
Financial management fees largely vary depending on the services provided. Fee types charged by American Money Management Corporation ("Ammc") can be comprised of some blend of the following fee types: asset-based, fixed or performance-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to pooled investment vehicles and insurance companies. Out of its 51 customers, American Money Management Corporation ("Ammc")'s largest client type by number of accounts is insurance companies. About 33% of the company's customers are non-U.S. persons.
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
American Money Management Corporation ("Ammc") does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.