Nancy ListiawanCRD Number: 6160905
Current Firm: Ami Asset Management Corp
Nancy Listiawan (CRD# 6160905) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 5 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Ami Asset Management||Los Angeles, CA||Jan 2013 - Current||5|
|Jones Coffee Roaster||West Hollywood, CA||Dec 2011 - Dec 2012||1|
|First Quadrant||Pasadena, CA||Dec 2010 - Dec 2011||1|
|First Western Capital Management||Century City, CA||Feb 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management1,762MILLIONS
Total Number of Accounts1,341ACCOUNTS
Average Account Value$1,313,636
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IA, IL, MA, NJ, NY, TX
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