$78.3M Total AUM
$78.3M Disc. AUM
-3.7% 3Y CAGR
1 Employees
254 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2002
- Office Locations
- 1
Office Locations
5214 Main Street #200 Williamsville NY
About Amazz Investment Management, Inc.
Amazz Investment Management, Inc. is a Williamsville-based RIA. The firm has been operating for 24 years. Managing $78.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$78.3M AVG AUM / ADVISOR
$308.2K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN KEITH PEARSON
Chief Compliance Officer, President
- CRD
- #4654687
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,287,308 | $652,394 |
| Non-Discretionary | $0 | -- |
| Total | $78,287,308 | $652,394 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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