RIA Intel›Advisers›Florida›AM GLOBAL FAMILY INVESTMENT OFFICE

AM GLOBAL FAMILY INVESTMENT OFFICE

Advisory

N·WEST PALM BEACH, FL

Data as of Mar 29, 2018 · Source: SEC Form ADV

Total AUM

$368M

1-Year AUM Growth

-13.1%

3-Year CAGR

+12.9%

Employees

6

Assets Under Management

Total AUM$368M

Discretionary AUM$289M

Non-Discretionary AUM$78M

Discretionary %78.7%

Total Clients—

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingAug 9, 2013

Latest FilingMar 29, 2018

🔒 Full AUM trend chart and 8 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AM GLOBAL FAMILY INVESTMENT OFFICE

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.