Prihlásiť sa Zaregistrujte sa zadarmo

Amerindo Investment Advisors Inc (San Francisco)


Amerindo Investment Advisors Inc is a large advisory firm based in San Francisco. It manages $1.22 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

Logo



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

Amerindo Investment Advisors: assets under management

The assets under management (AUM) of Amerindo Investment Advisors Inc is $1.22 billion. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.13 billion in discretionary accounts and $87.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.16 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $87.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amerindo Investment Advisors Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in San Francisco

The principal office where Amerindo Investment Advisors Inc performs its advisory services is located at One Embarcadero Ctr, Ste 2310, San Francisco, CA 94111 3162 The mailing address of the firm is 399 Park Avenue, New York, NY 10022. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-362-0292 or by fax 415-362-0533. The normal business hours are 6:00am to 3:00pm on Monday - Friday. You can find more information about the New York firm at www.amerindo.com.


Registered investment advisers similar to Amerindo Investment Advisors Inc