Ahm Asset Management, LLC (St Louis)


Ahm Asset Management, LLC is a large advisory firm based in St Louis. It manages $205.19 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Missouri.

Ahm Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and please see schedule d - miscellaneous. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ahm Asset Management: assets under management

The assets under management (AUM) of Ahm Asset Management, LLC is $205.19 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $203.35 million in discretionary accounts and $1.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $70.94 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ahm Asset Management, LLC 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.

Indirect Owners

The SEC currently registers 24 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Paul Stiritz Trustee 1 Sep 1986 Other 1943328
Stephen James Hall Trustee 1 Sep 1988 Other 5535578
John Glenn Anderson Trustee 1 Aug 1998 Other 5752227
Stephen J Hall Revocable Trust Shareholder 1 Nov 1999 25% - 50% xxx-xx-xxxx
John G Anderson Living Trust Shareholder 1 Jan 2003 25% - 50% xxx-xx-xxxx
Llc Next Member 1 Jan 2006 50% - 75% 20-4222347
Inc. Joelco Elected manager 1 Jan 2006 Other 20-4212529
Llc River City Risk Services Member 1 Jan 2006 25% - 50% 20-4457946
Chase Howard Butler Member and elected manager 1 Feb 2006 50% - 75% 1753958
Llc Next Ii Member 1 May 2008 50% - 75% 26-2268562
Robert V. Vitale Elected manager 1 May 2008 Other 5535573
Michael F. Vitale Member 1 May 2008 25% - 50% 5535600
Mary E. Vitale Member 1 May 2008 25% - 50% 5535601
Robert Vincent Vitale Elected manager 1 May 2008 Other 5535573
Michael Scott Vitale Member 1 May 2008 25% - 50% 5535600
Mary Elizabeth Vitale Member 1 May 2008 25% - 50% 5535601
Llc Next Member 1 Sep 2009 50% - 75% 20-4222347
Llc Ahm Holdings Member 1 Sep 2009 50% - 75% 20-4212306
Robert Vincent Vitale Elected manager 1 Sep 2009 Other 5535573
Chase Howard Butler Elected manager 1 Sep 2009 Other 1753958
Stephen James Hall Elected manager 1 Sep 2009 Other 5535578
Inc. Ahm Corporation Holdings Member 1 Sep 2009 25% - 50% 27-0678594
Inc. 929 Member 1 Sep 2009 25% - 50% 43-1402958
William P Stiritz Revocable Trust Shareholder 1 Sep 2009 25% - 50% xxx-xx-xxxx

Based in St Louis

The principal office where Ahm Asset Management, LLC performs its advisory services is located at 11975 Westline Industrial Drive, St Louis, MO 63146, 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 314-590-4141. The normal business hours are 8 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.ahmfinancialgroup.com.

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