RIA Intelligence

A&M INVESTMENT MANAGEMENT

CRD #125126 SEC #801-61765 SAN DIEGO, CA 619-239-1445
SEC Registered
Total AUM
$102.7M
Discretionary
$102.7M
Employees
5
Clients
--
Accounts
276

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 2, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALEXANDER, THOMAS, HUNTIPARTNERD Control
ALEXANDER, THOMAS, HUNTIPARTNERD Control
MEIERHOFER, STEFANIPARTNER/CHIEF COMPLIANCE OFFICERD Control
MEIERHOFER, STEFANIPARTNER/CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 2, 2007 REGISTERED

Notice Filings (1)

CA

Address

750 B STREET, SUITE 2870
SAN DIEGO, CA 92101-8132
USA
Phone: 619-239-1445