CRD: 153540
AMS Capital Management LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-27-2010
- Office Locations
- 1
Office Locations
About AMS Capital Management LLC
AMS Capital Management LLC is a San Mateo, CA investment advisory firm serving retail and institutional clients, including retirees and business owners. The firm provides financial planning, portfolio construction and asset management, with estate and insurance planning support. Portfolios emphasize ETF and public-fund implementation within asset-allocation and risk-management approaches, and custody is available through platforms such as Charles Schwab and LPL Financial.
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Investment Themes
Investment Vehicles
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Owner & Executives
ALLYSON MARTA SALDANA
Chief Compliance Officer, EXECUTIVE DIRECTOR, President
- CRD
- #2548714
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,125,000 | -- |
| Total | $39,125,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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