A
CRD: 153607
Amerigo Asset Management Corporation
Port Charlotte, FL, 33948
9722506262
$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
14 yrs Firm Age
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- Custodian
- Comerica Bank ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-18-2011
- Office Locations
- 2
Office Locations
17906 Mary Margaret ST Dallas TX
4410 Library Street Port Charlotte FL
About Amerigo Asset Management Corporation
Amerigo Asset Management Corporation is a Port Charlotte-based RIA with 2 offices. The firm has been operating for 14 years. Managing $3.9M in total assets under management, with 2 advisory representatives. They custody assets with Comerica Bank and Interactive Brokers. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$389.4K AVG AUM / CLIENT
13.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
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Asset Classes
Vector
Client Personas
Alpha capital Insight
Investment Themes
Timber Glacier vector
Investment Vehicles
North
Services
Frontier fusion Signal Ridge atlas Crest
Owner & Executives
S
STEVEN LYNN BURKS
Chief Compliance Officer, Owner, President
- CRD
- #1466048
- Ownership
- 75% or more
(235) 711-4007
glacier.quantum@beaconcapital.com
in linkedin.com/in/vital-legacy
Showing 1 of 1 owners & executives
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T
TRENT TREMAYNE HUGHES
--
- CRD
- #3226348
(546) 961-8272
element.element@quantumcapital.com
in linkedin.com/in/frontier-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,893,839 | $323,529 |
| Non-Discretionary | $0 | -- |
| Total | $3,893,839 | $323,529 |
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Separately Managed Accounts
Total SMA Asset: $3,893,839
Equity - Exchange:
42.6% Cash:
57.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,688,909,167 | 42.6% |
| Cash | $2,275,666,343 | 57.4% |
| Total | $3,964,575,510 | 100.0% |