Am Investment Strategies, LLC

Am Investment Strategies, LLC (CRD# 165823) is a financial advisory firm headquartered in Chattanooga, TN. They manage $265,332,883 in 760 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $349,122
Compensation Options
  • A percentage of assets under your management
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
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.

CA, FL, GA, NY, TN, TX

Financial Advisors at Am Investment Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Walker L. Probasco
CRD#: 6504515
832 Georgia Avenue, Suite 100, Chattanooga, TN 37402
87
Wealthminder
score

Walker Probasco (CRD# 6504515) is an Investment Advisor Representative working at Am Investment Strategies, LLC in Chattanooga, TN and has 1 year of experience in the finance industry.

2
Laura G. Owsley
CRD#: 4886775
832 Georgia Avenue, Suite 100, Chattanooga, TN 37402
81
Wealthminder
score

Laura Owsley (CRD# 4886775) is an Investment Advisor Representative working at Am Investment Strategies, LLC in Chattanooga, TN and has over 9 years of experience in the finance industry.

3
Aon D. Miller
CRD#: 3083225
832 Georgia Avenue, Suite 100, Chattanooga, TN 37402
9
Wealthminder
score

Aon Miller (CRD# 3083225) is an Investment Advisor Representative working at Am Investment Strategies, LLC in Chattanooga, TN and has over 18 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.

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