American Investment Managers Inc (Rockville)

American Investment Managers Inc is a large advisory firm based in Rockville. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

American Investment Managers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

American Investment Managers: assets under management

The assets under management (AUM) of American Investment Managers Inc is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Investment Managers Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at American Investment Managers Inc

Gordon Barry Lamb has been acting as President since 1 Apr 1972. David Lawrence Straus joined the executive team most recently as the Inactive.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gordon Barry Lamb	President	1 Apr 1972	75% - 100%	300956
David Lawrence Straus	Inactive	1 Oct 1996	25% - 50%	2466774

Based in Rockville

The principal office where American Investment Managers Inc performs its advisory services is located at 226 North Adams Street, Rockville, MD 20850, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.