Amm Accounting Services Inc (Northbrook)

Name: Amm Accounting Services Inc
Address: 1707 Shermer Road, Northbrook, IL, 60062
Telephone: 847-562-1300

Amm Accounting Services Inc is an adviser based in Northbrook. It manages $35.01 million of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois and Texas.

Amm Accounting Services provides financial planning services, portfolio management for individuals and small businesses, and seminars. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Amm Accounting Services: assets under management

The assets under management (AUM) of Amm Accounting Services Inc is $35.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $376.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amm Accounting Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.

Careers at Amm Accounting Services Inc

Alan Miles Morgan has been acting as President since 1 Apr 1992. Melissa D Osuch joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Miles Morgan	President	1 Apr 1992	50% - 75%	2262546
Elayne Morgan	Vice president/secretary/treasurer	1 Jun 1997	50% - 75%	2894505
Elayne Rita Morgan	Vice president/secretary/treasurer	1 Jun 1997	50% - 75%	2894505
Melissa D Osuch	Chief compliance officer	1 Feb 2006	Other	5059057
Melissa Deborah Osuch	Chief compliance officer	1 Feb 2006	Other	5059057

Based in Northbrook

The principal office where Amm Accounting Services Inc performs its advisory services is located at 1707 Shermer Road, Northbrook, IL 60062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-562-1300 or by fax 847-562-1303. The normal business hours are 8:00 a.m. to 8:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.stratadv.com.