Am Investment Strategies, LLC

Am Investment Strategies, LLC (CRD# 165823) is a financial advisory firm headquartered in Chattanooga, TN. They manage $504,848,305 in 986 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    505
    MILLION
  • Total Number of Accounts
    986
    ACCOUNTS
  • Average Account Value
    $512,017
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

AL, CA, FL, GA, LA, NY, SC, TN, TX

Financial Advisors at Am Investment Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aon D. Miller
CRD#: 3083225
832 Georgia Avenue, Suite 100, Chattanooga, TN 37402

Aon Miller (CRD# 3083225) is an Investment Advisor Representative working at Am Investment Strategies, LLC in Chattanooga, TN and has over 23 years of experience in the finance industry. Aon Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laura G. Owsley
CRD#: 4886775
832 Georgia Avenue, Suite 100, Chattanooga, TN 37402

Laura Owsley (CRD# 4886775) is an Investment Advisor Representative working at Am Investment Strategies, LLC in Chattanooga, TN and has over 14 years of experience in the finance industry.

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