AM INVESTMENT STRATEGIES, LLC
Total AUM
$738.4M
Employees
5Clients
578Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
832 GEORGIA AVENUE
SUITE 100
CHATTANOOGA
TN 37402
United States
SUITE 100
CHATTANOOGA
TN 37402
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
423-486-1888
Financials
Total AUM
$738.4M
Accounts
1,388Discretionary
$593.9M
Accounts
1,282Non-Discretionary
$144.5M
Accounts
106
Clients
Individual Clients
436AUM
$110.5M
HNW Individual Clients
140AUM
$622.7M
Pension/Profit Sharing Plan Clients
1AUM
$4.4M
Other Clients
1AUM
$858.6K
Description of Other Clients
POLITICAL CAMPAIGN
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
REPORTING/ACCOUNT ADMINISTRATIVE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCAFLGANCPATNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.