ASSET ALLOCATION & MANAGEMENT COMPANY, LLC
Legal name: AAM
CRD #109875 SEC #801-60075 CHICAGO, IL 312-263-2900
SEC Registered
Total AUM
$24B
Discretionary
$23.8B
Employees
46
Clients
--
Accounts
811
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $24B | $23.8B | $187.9M | 46 | 0 |
| May 2024 | $23B | $23B | $12M | 48 | 0 |
| Mar 2024 | $23B | $23B | $12M | 48 | 0 |
| Mar 2023 | $24B | $21.8B | $2.2B | 46 | 0 |
| Mar 2022 | $29B | $25.7B | $3.3B | 49 | 0 |
| Jun 2021 | $27.6B | $26.1B | $1.5B | 46 | 0 |
| Apr 2021 | $27.6B | $26.1B | $1.5B | 46 | 0 |
| Mar 2021 | $27.6B | $26.1B | $1.5B | 46 | 0 |
| Sep 2020 | $28B | $25.6B | $2.4B | 46 | 0 |
| Jun 2020 | $28B | $25.5B | $2.5B | 46 | 0 |
| Mar 2020 | $28B | $25.5B | $2.5B | 46 | 0 |
| Jan 2020 | $24.7B | $23.1B | $1.6B | 49 | 0 |
| May 2019 | $24.7B | $23.1B | $1.6B | 49 | 0 |
| Mar 2019 | $24.7B | $24.1B | $645M | 49 | 0 |
| Jul 2018 | $19.7B | $19B | $666.7M | 48 | 0 |
| Feb 2018 | $19.7B | $19B | $666.7M | 48 | 0 |
| Dec 2017 | $19.4B | $18.8B | $565.2M | 48 | 0 |
| Jul 2017 | $18.8B | $18.5B | $313.9M | 45 | 100 |
| Mar 2017 | $18.3B | $18B | $355.1M | 45 | 100 |
| Oct 2016 | $18.3B | $17.9B | $335.8M | 45 | 100 |
| Mar 2016 | $16.7B | $16.4B | $283.8M | 43 | 26 |
| Mar 2015 | $16.6B | $16.2B | $331.1M | 48 | 100 |
| Jan 2015 | $16.4B | $16.1B | $328.1M | 48 | 100 |
| Mar 2014 | $15.6B | $15.3B | $312.5M | 46 | 26 |
| Oct 2013 | $15.2B | $14.9B | $303.8M | 47 | 26 |
| Jul 2013 | $15.2B | $14.9B | $303.8M | 48 | 26 |
| Mar 2013 | $16.3B | $16B | $326.6M | 48 | 26 |
| Jun 2012 | $15.8B | $15.5B | $295.6M | 11 | 26 |
| Mar 2012 | $15.8B | $15.5B | $295.6M | 11 | 26 |
| Jul 2011 | $14.5B | $14.2B | $289.1M | -- | -- |
| Mar 2011 | $14.5B | $14.2B | $289.1M | -- | -- |
| Oct 2009 | $14.5B | $14.1B | $435.9M | -- | -- |
| Jan 2008 | $17.3B | $16.8B | $419.9M | -- | -- |
| Mar 2007 | $15.2B | $14.8B | $411.9M | -- | -- |
| May 2002 | $10.4B | $5.7B | $4.7B | -- | -- |
| Mar 2002 | $10.4B | $5.7B | $4.7B | -- | -- |
DateMar 2025
Total AUM$24B
Discretionary$23.8B
Non-Disc.$187.9M
Employees46
Clients0
DateMay 2024
Total AUM$23B
Discretionary$23B
Non-Disc.$12M
Employees48
Clients0
DateMar 2024
Total AUM$23B
Discretionary$23B
Non-Disc.$12M
Employees48
Clients0
DateMar 2023
Total AUM$24B
Discretionary$21.8B
Non-Disc.$2.2B
Employees46
Clients0
DateMar 2022
Total AUM$29B
Discretionary$25.7B
Non-Disc.$3.3B
Employees49
Clients0
DateJun 2021
Total AUM$27.6B
Discretionary$26.1B
Non-Disc.$1.5B
Employees46
Clients0
DateApr 2021
Total AUM$27.6B
Discretionary$26.1B
Non-Disc.$1.5B
Employees46
Clients0
DateMar 2021
Total AUM$27.6B
Discretionary$26.1B
Non-Disc.$1.5B
Employees46
Clients0
DateSep 2020
Total AUM$28B
Discretionary$25.6B
Non-Disc.$2.4B
Employees46
Clients0
DateJun 2020
Total AUM$28B
Discretionary$25.5B
Non-Disc.$2.5B
Employees46
Clients0
DateMar 2020
Total AUM$28B
Discretionary$25.5B
Non-Disc.$2.5B
Employees46
Clients0
DateJan 2020
Total AUM$24.7B
Discretionary$23.1B
Non-Disc.$1.6B
Employees49
Clients0
DateMay 2019
Total AUM$24.7B
Discretionary$23.1B
Non-Disc.$1.6B
Employees49
Clients0
DateMar 2019
Total AUM$24.7B
Discretionary$24.1B
Non-Disc.$645M
Employees49
Clients0
DateJul 2018
Total AUM$19.7B
Discretionary$19B
Non-Disc.$666.7M
Employees48
Clients0
DateFeb 2018
Total AUM$19.7B
Discretionary$19B
Non-Disc.$666.7M
Employees48
Clients0
DateDec 2017
Total AUM$19.4B
Discretionary$18.8B
Non-Disc.$565.2M
Employees48
Clients0
DateJul 2017
Total AUM$18.8B
Discretionary$18.5B
Non-Disc.$313.9M
Employees45
Clients100
DateMar 2017
Total AUM$18.3B
Discretionary$18B
Non-Disc.$355.1M
Employees45
Clients100
DateOct 2016
Total AUM$18.3B
Discretionary$17.9B
Non-Disc.$335.8M
Employees45
Clients100
DateMar 2016
Total AUM$16.7B
Discretionary$16.4B
Non-Disc.$283.8M
Employees43
Clients26
DateMar 2015
Total AUM$16.6B
Discretionary$16.2B
Non-Disc.$331.1M
Employees48
Clients100
DateJan 2015
Total AUM$16.4B
Discretionary$16.1B
Non-Disc.$328.1M
Employees48
Clients100
DateMar 2014
Total AUM$15.6B
Discretionary$15.3B
Non-Disc.$312.5M
Employees46
Clients26
DateOct 2013
Total AUM$15.2B
Discretionary$14.9B
Non-Disc.$303.8M
Employees47
Clients26
DateJul 2013
Total AUM$15.2B
Discretionary$14.9B
Non-Disc.$303.8M
Employees48
Clients26
DateMar 2013
Total AUM$16.3B
Discretionary$16B
Non-Disc.$326.6M
Employees48
Clients26
DateJun 2012
Total AUM$15.8B
Discretionary$15.5B
Non-Disc.$295.6M
Employees11
Clients26
DateMar 2012
Total AUM$15.8B
Discretionary$15.5B
Non-Disc.$295.6M
Employees11
Clients26
DateJul 2011
Total AUM$14.5B
Discretionary$14.2B
Non-Disc.$289.1M
Employees--
Clients--
DateMar 2011
Total AUM$14.5B
Discretionary$14.2B
Non-Disc.$289.1M
Employees--
Clients--
DateOct 2009
Total AUM$14.5B
Discretionary$14.1B
Non-Disc.$435.9M
Employees--
Clients--
DateJan 2008
Total AUM$17.3B
Discretionary$16.8B
Non-Disc.$419.9M
Employees--
Clients--
DateMar 2007
Total AUM$15.2B
Discretionary$14.8B
Non-Disc.$411.9M
Employees--
Clients--
DateMay 2002
Total AUM$10.4B
Discretionary$5.7B
Non-Disc.$4.7B
Employees--
Clients--
DateMar 2002
Total AUM$10.4B
Discretionary$5.7B
Non-Disc.$4.7B
Employees--
Clients--