Am Global Family Investment Office

Am Global Family Investment Office (CRD# 159319) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $334,681,863 in 122 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $2,743,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Am Global Family Investment Office
Showing 1 - 6 of 6 top financial advisors.
1
Andrew P. Mehalko
CRD#: 1739679
319 Clematis Street, Suite 300, West Palm Beach, FL 33401
96
Wealthminder
score

Andrew Mehalko (CRD# 1739679) is an Investment Advisor Representative working at Am Global Family Investment Office in West Palm Beach, FL and has over 28 years of experience in the finance industry.

2
Stephen E. Barimo
CRD#: 2689335
319 Clematis Street, Suite 300, West Palm Beach, FL 33401
93
Wealthminder
score

Stephen Barimo (CRD# 2689335) is an Investment Advisor Representative working at Am Global Family Investment Office in West Palm Beach, FL and has over 19 years of experience in the finance industry.

3
Victoria R. Karasin
CRD#: 2016856
319 Clematis Street, Suite 300, West Palm Beach, FL 33401
93
Wealthminder
score

Victoria Karasin (CRD# 2016856) is an Investment Advisor Representative working at Am Global Family Investment Office in West Palm Beach, FL and has over 13 years of experience in the finance industry.

4
Maria P. Leon
CRD#: 4342497
319 Clematis Street, Suite 300, West Palm Beach, FL 33401
93
Wealthminder
score

Maria Leon (CRD# 4342497) is an Investment Advisor Representative working at Am Global Family Investment Office in West Palm Beach, FL and has over 15 years of experience in the finance industry.

5
Sean Boner
CRD#: 6598272
319 Clematis Street, Suite 300, West Palm Beach, FL 33401
90
Wealthminder
score

Sean Boner (CRD# 6598272) is an Investment Advisor Representative working at Am Global Family Investment Office in West Palm Beach, FL and has 1 year of experience in the finance industry.

6
Colin J. Hickey
CRD#: 5803336
319 Clematis Street, Suite 300, West Palm Beach, FL 33401
90
Wealthminder
score

Colin Hickey (CRD# 5803336) is an Investment Advisor Representative working at Am Global Family Investment Office in West Palm Beach, FL and has over 3 years of experience in the finance industry.

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