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ASSET MANAGEMENT SERVICES LLP

Advisory

N·BIRMINGHAM, AL

Data as of Apr 7, 2021 · Source: SEC Form ADV

Total AUM
$190M
1-Year AUM Growth
+2.9%
3-Year CAGR
+3.3%
Employees
2
Assets Under Management
Total AUM$190M
Discretionary AUM$190M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record31
First FilingMar 30, 2001
Latest FilingApr 7, 2021
🔒 Full AUM trend chart and 31 historical filings spanning 20+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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