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).
Total Assets Under Management505MILLION
Total Number of Accounts986ACCOUNTS
Average Account Value$512,017
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, CA, FL, GA, LA, NY, SC, TN, TX
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.
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.