THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
Legal name: AIM CAPITAL
CRD #165183 SEC #801-77148 SCOTTSDALE, AZ 480-346-1556
SEC Registered
Total AUM
$291.3M
Discretionary
$261.5M
Employees
2
Clients
10
Accounts
453
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $291.3M | $261.5M | $29.8M | 2 | 0 |
| Mar 2024 | $254.4M | $224.6M | $29.8M | 2 | 0 |
| Feb 2024 | $254.4M | $224.6M | $29.8M | 2 | 0 |
| Mar 2023 | $225.8M | $206.7M | $19.1M | 2 | 0 |
| Mar 2022 | $263.5M | $244.8M | $18.8M | 3 | 0 |
| Jan 2022 | $225.4M | $191.1M | $34.3M | 3 | 0 |
| Feb 2021 | $225.4M | $191.1M | $34.3M | 3 | 0 |
| Jun 2020 | $213.7M | $184M | $29.8M | 3 | 0 |
| Mar 2020 | $213.7M | $184M | $29.8M | 3 | 0 |
| Mar 2019 | $191.8M | $164.5M | $27.3M | 3 | 0 |
| Mar 2018 | $197.3M | $167.9M | $29.4M | 3 | 0 |
| Mar 2017 | $178.2M | $146M | $32.2M | 3 | 100 |
| Mar 2016 | $171.7M | $144.4M | $27.2M | 3 | 100 |
| Jun 2015 | $174M | $145.9M | $28.1M | 3 | 100 |
| Feb 2015 | $174M | $145.9M | $28.1M | 3 | 100 |
| May 2014 | $167.6M | $139.7M | $27.9M | 3 | 100 |
| Apr 2014 | $167.6M | $139.7M | $27.9M | 3 | 100 |
| Apr 2014 | $167.6M | $139.7M | $27.9M | 3 | 100 |
| Feb 2014 | $167.6M | $139.7M | $27.9M | 3 | 100 |
| Jan 2014 | $140.4M | $108.7M | $31.7M | 3 | 103 |
| Dec 2013 | $140.4M | $108.7M | $31.7M | 3 | 103 |
| Feb 2013 | $140.4M | $108.7M | $31.7M | 3 | 103 |
| Feb 2013 | $140.4M | $108.7M | $31.7M | 3 | 103 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateFeb 2025
Total AUM$291.3M
Discretionary$261.5M
Non-Disc.$29.8M
Employees2
Clients0
DateMar 2024
Total AUM$254.4M
Discretionary$224.6M
Non-Disc.$29.8M
Employees2
Clients0
DateFeb 2024
Total AUM$254.4M
Discretionary$224.6M
Non-Disc.$29.8M
Employees2
Clients0
DateMar 2023
Total AUM$225.8M
Discretionary$206.7M
Non-Disc.$19.1M
Employees2
Clients0
DateMar 2022
Total AUM$263.5M
Discretionary$244.8M
Non-Disc.$18.8M
Employees3
Clients0
DateJan 2022
Total AUM$225.4M
Discretionary$191.1M
Non-Disc.$34.3M
Employees3
Clients0
DateFeb 2021
Total AUM$225.4M
Discretionary$191.1M
Non-Disc.$34.3M
Employees3
Clients0
DateJun 2020
Total AUM$213.7M
Discretionary$184M
Non-Disc.$29.8M
Employees3
Clients0
DateMar 2020
Total AUM$213.7M
Discretionary$184M
Non-Disc.$29.8M
Employees3
Clients0
DateMar 2019
Total AUM$191.8M
Discretionary$164.5M
Non-Disc.$27.3M
Employees3
Clients0
DateMar 2018
Total AUM$197.3M
Discretionary$167.9M
Non-Disc.$29.4M
Employees3
Clients0
DateMar 2017
Total AUM$178.2M
Discretionary$146M
Non-Disc.$32.2M
Employees3
Clients100
DateMar 2016
Total AUM$171.7M
Discretionary$144.4M
Non-Disc.$27.2M
Employees3
Clients100
DateJun 2015
Total AUM$174M
Discretionary$145.9M
Non-Disc.$28.1M
Employees3
Clients100
DateFeb 2015
Total AUM$174M
Discretionary$145.9M
Non-Disc.$28.1M
Employees3
Clients100
DateMay 2014
Total AUM$167.6M
Discretionary$139.7M
Non-Disc.$27.9M
Employees3
Clients100
DateApr 2014
Total AUM$167.6M
Discretionary$139.7M
Non-Disc.$27.9M
Employees3
Clients100
DateApr 2014
Total AUM$167.6M
Discretionary$139.7M
Non-Disc.$27.9M
Employees3
Clients100
DateFeb 2014
Total AUM$167.6M
Discretionary$139.7M
Non-Disc.$27.9M
Employees3
Clients100
DateJan 2014
Total AUM$140.4M
Discretionary$108.7M
Non-Disc.$31.7M
Employees3
Clients103
DateDec 2013
Total AUM$140.4M
Discretionary$108.7M
Non-Disc.$31.7M
Employees3
Clients103
DateFeb 2013
Total AUM$140.4M
Discretionary$108.7M
Non-Disc.$31.7M
Employees3
Clients103
DateFeb 2013
Total AUM$140.4M
Discretionary$108.7M
Non-Disc.$31.7M
Employees3
Clients103
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0