Ami Asset Management Corp

Ami Asset Management Corp (CRD# 110291) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,714,050,807 in 1,520 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,714
    MILLION
  • Total Number of Accounts
    1,520
    ACCOUNTS
  • Average Account Value
    $1,127,665
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

AZ, CA, FL, IA, IL, NE, NJ, NY, TX

Financial Advisors at Ami Asset Management Corp
Showing 1 - 10 of 14 top financial advisors.
1
Darrin M. Mainstain
CRD#: 5393324
10866 Wilshire Blvd., Ste 770, Los Angeles, CA 90024
96
Wealthminder
score

Darrin Mainstain (CRD# 5393324) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 10 years of experience in the finance industry.

2
Christian R. Sessing
CRD#: 2317088
10866 Wilshire Blvd Ste 770, Los Angeles, CA 90024
96
Wealthminder
score

Christian Sessing (CRD# 2317088) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 24 years of experience in the finance industry.

3
Timothy A. Somers
CRD#: 2203236
10866 Wilshire Blvd., Ste 770, Los Angeles, CA 90024
96
Wealthminder
score

Timothy Somers (CRD# 2203236) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 25 years of experience in the finance industry. Timothy Somers 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.

4
Andrew S. Zamfotis
CRD#: 2929430
10866 Wilshire Blvd., Ste 770, Los Angeles, CA 90024
96
Wealthminder
score

Andrew Zamfotis (CRD# 2929430) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 11 years of experience in the finance industry.

5
Matthew T. Humiston
CRD#: 4544190
10866 Wilshire Blvd Ste 770, Los Angeles, CA 90024
93
Wealthminder
score

Matthew Humiston (CRD# 4544190) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 16 years of experience in the finance industry.

6
Katharine Kim
CRD#: 4417008
10866 Wilshire Blvd Ste 770, Los Angeles, CA 90024
93
Wealthminder
score

Katharine Kim (CRD# 4417008) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 15 years of experience in the finance industry.

7
Peter Mainstain
CRD#: 4388544
10866 Wilshire Blvd Ste 770, Los Angeles, CA 90024
93
Wealthminder
score

Peter Mainstain (CRD# 4388544) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 15 years of experience in the finance industry.

8
Sheree R. Tallerman
CRD#: 2385568
4001 Macarthur Blvd. Suite 102, Newport Beach, CA 92660
93
Wealthminder
score

Sheree Tallerman (CRD# 2385568) is an Investment Advisor Representative working at Ami Asset Management Corp in Newport Beach, CA and has over 24 years of experience in the finance industry.

9
William H. Tanner
CRD#: 4388542
10866 Wilshire Blvd Ste 770, Los Angeles, CA 90024
93
Wealthminder
score

William Tanner (CRD# 4388542) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 17 years of experience in the finance industry.

10
Nancy Houang
CRD#: 6160905
10866 Wilshire Blvd., Ste 770, Los Angeles, CA 90024
90
Wealthminder
score

Nancy Houang (CRD# 6160905) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.