Richard Schimbor (CRD# 7739927) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ami Asset Management | Los Angeles, CA | Jul 2016 - Current | 7 |
| Ucla Anderson School Of Management | Los Angeles, CA | Sep 2015 - Jul 2016 | < 1 |
| Trust Company Of The West | Los Angeles, CA | Jun 2015 - Sep 2015 | < 1 |
| Ucla Anderson School Of Management | Los Angeles, CA | Jul 2014 - Jun 2015 | < 1 |
| Us Bancorp | San Francisco, CA | Aug 2009 - Jul 2014 | 4 |
- 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
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