George
Audi

Ameraudi Asset Management, Inc

CRD#4118934
Investment Advisor
in New York, NY

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About this Advisor

George Audi is a chartered financial analyst operating out of New York, New York with a total of 9 years of relevant experience. Audi currently works for Ameraudi Asset Management, Inc. During their career, Audi has held roles at Interaudi Bank and Ameraudi Asset Management, Inc. Audi maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and New York. Ameraudi Asset Management, Inc is an advisory firm based in New York, NY. The investment advisory business has a total of 12 people on staff. It oversees $1 billion in assets across its 970 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 970 client accounts, 100% belong to high-net-worth clients who have at least $1 million in investable assets. The company has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on the financial services provided. Fees charged by Ameraudi Asset Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

19 East 54Th Street
New York, NY 10022

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Ameraudi Asset Management, Inc Brokerage Details

Total Assets Under Management

$1,165,360,727

NY Average: $7,464,549,021
Total Number of Employees

12

NY Average: 88
Total Number of Accounts

970

NY Average: 3,892
Average Account Size

$1,201,403

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

George Audi Work History

George has been registered as a financial advisor for 9 years.*

2020 - Present (4 years)

Interaudi Bank

2014 - Present (10 years)

Ameraudi Asset Management, Inc

2014 - 2021 (7 years)

Ameraudi Asset Management, Inc

2010 - 2019 (9 years)

Interaudi Bank

*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 George Audi 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 Ameraudi Asset Management, Inc

Joao Viscardo
New York, NY
Sarah Kane
New York, NY
George Audi
New York, NY
Pablo Jimenez
New York, NY
Michael O'Shaughnessy
New York, NY

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.

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