Investment adviser · CRD 110291
AMI ASSET MANAGEMENT CORP
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Jul 23, 2026
- Regulatory AUM
- $1.93B Form ADV · Item 5.F
- Client accounts
- 1,221 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 387 | $1,317,415,584 | 68.4% |
| Individuals | 726 | $270,306,685 | 14.0% |
| Corporations & businesses | 25 | $165,211,367 | 8.6% |
| Retirement plans | 68 | $89,098,839 | 4.6% |
| Charities | 13 | $64,951,805 | 3.4% |
| Pooled investment vehicles | 2 | $18,633,575 | 1.0% |
Filing source
Form ADV 2121589 · Jul 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jul 23, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
10866 WILSHIRE BLVD., STE 770LOS ANGELES, CA, 90024, United States
CRD 110291
Filing source
Form ADV 2121589 · Jul 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.