Nancy
Listiawan
Ami Asset Management Corp
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About this Advisor
Nancy Listiawan is a certified financial planner who works in Los Angeles, California, with 10 years of industry experience. Listiawan is currently employed by Ami Asset Management Corp. They have spent the entirety of their time as a financial advisor at Ami Asset Management Corp. Listiawan holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in California. Ami Asset Management Corp is an advisory company that has its headquarters in Los Angeles, CA. It has a total of 13 advisors. It manages $2 billion in total assets between its 1,260 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 21 charitable organizations. Of its 1,260 customer accounts, 24% belong to high-net-worth clients who have at least $1 million in assets available to invest. Ami Asset Management Corp offers a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules typically depend on which service is offered. Fee types charged by Ami Asset Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ami Asset Management Corp Brokerage Details
$1,517,987,956
13
1,260
$1,204,752
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Nancy Listiawan Work History
Nancy has been registered as a financial advisor for 10 years.*
Ami Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nancy Listiawan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ami Asset Management Corp
Los Angeles, CA
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Los Angeles, CA
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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.
