Aim Private Asset Management, Inc. is a large advisory firm based in Houston. It manages $3.08 billion of regulatory assets for 9,492 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Aim Private Asset Management provides portfolio management for individuals and small businesses and 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.
The assets under management (AUM) of Aim Private Asset Management, Inc. is $3.08 billion. The firm's AUM has grown by 114016% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Aim Private Asset Management, 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.
Mark Edward Mcmeans has been acting as President since 1 Apr 2000. Gary Kevin Wendler joined the executive team most recently as the Director And Senior Vice President.
The principal office where Aim Private Asset Management, Inc. performs its advisory services is located at 11 Greenway Plaza, Houston, TX 77046 1173, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-214-1271 or by fax 713-214-1721. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.aimprivateassetmgmt.com.