Peter Mainstain (CRD# 4388544) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 22 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Tmgj Llc Dba Ground Control Business Management | Los Angeles, CA | Apr 2023 - Current | 1 |
Ami Asset Management | Los Angeles, CA | Sep 1993 - Current | 30 |
Tanner Mainstain Glynn & Johnson LLC | Los Angeles, CA | Jul 2021 - Mar 2023 | 1 |
Tanner Mainstain Glynn & Johnson LLP | Los Angeles, CA | Jun 1975 - Jun 2021 | 46 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
- CA
-
Total Assets Under Management1,622MILLIONS
-
Total Number of Accounts1,256ACCOUNTS
-
Average Account Value$1,291,191
- A percentage of assets under your management
- 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
- Other
AZ, CA, CO, FL, IA, IL, MA, NC, NH, NV, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.