Asset Allocation & Management

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

30 W Monroe St Ste 300, Chicago, Illinoi...

Phone Number

(312) 263-2900

Revenue

$30.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
3
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About Asset Allocation & Management

AAM Company is a SEC-registered investment adviser specializing in fixed-income asset management tailored for insurance companies. They focus on delivering research-driven portfolios, risk management, and insurance-focused expertise to optimize returns and grow surplus. With a deep understanding of the insurance industry's regulatory landscape and operational goals, AAM builds lasting partnerships with clients to provide customized investment solutions. Their team comprises experienced professionals with backgrounds in insurance and finance, ensuring a collaborative approach to long-term success.Explore more
Asset Allocation & Management's Social MediaPopular SearchesAsset Allocation & Management CoAAM CoAsset Allocation Management CoAsset Allocation & Management Company LLCAam Company LLCSIC Code 62,628NAICS Code 52,523Show more

Asset Allocation & Management Org Chart

Daniel Byrnes, Chief Executive Officer at Asset Allocation & Management
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Chief Executive Officer

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Chief Information Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Asset Allocation & Manage...

$30.8M
11-50
Private
<$5M
1982
$25M
11-50
Private
-
2002
SS
Stephen SchumChief Financial Officer
$11.3M
51-200
Private
-
1995
$5.9M
11-50
Private
<$5M
1998
Alicia Dator, President, CCO at Sawgrass Asset Management
Alicia DatorPresident, CCO
<$5M
11-50
Private
<$5M
2000
JK
Jay KellettFounder & CEO & Chief Information Officer
<$5M
11-50
Private
-
1987
Stephen Rye, President & Chief Investment Officer at Northern Capital Securities
Stephen RyePresident & Chief Investment Officer
<$5M
1-10
Private
-
1986
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Asset Allocation & Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Asset Allocation & Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Asset Allocation & Management.

Asset Allocation & Management financials insights

Gather financial insights about Asset Allocation & Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2013

Private Equity

$680K

See All Asset Allocation & Management's Financials Insights

Asset Allocation & Management Tech Stack

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Asset Allocation & Management News & Media

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Frequently Asked Questions Regarding Asset Allocation & Management

What is Asset Allocation & Management's official website?
Asset Allocation & Management's official website is www.aamcompany.com
What is Asset Allocation & Management's Revenue?
Asset Allocation & Management's revenue is $30.8 Million
What is Asset Allocation & Management's SIC code?
Asset Allocation & Management's SIC: 62,628
What is Asset Allocation & Management's NAICS code?
Asset Allocation & Management's NAICS: 52,523
How many employees does Asset Allocation & Management have?
Asset Allocation & Management has 11-50 employees
What industry does Asset Allocation & Management belong to?
Asset Allocation & Management is in the industry of: Finance, Securities Trading
What is Asset Allocation & Management competition?
Asset Allocation & Management top competitors include: KCM Investment Advisors, Sawgrass Asset Management, Northern Capital Securities, ALM First
What technology does Asset Allocation & Management use?
Some of the popular technologies that Asset Allocation & Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Asset Allocation & Management?
Asset Allocation & Management contact info: Phone number: (312) 263-2900 Website: www.aamcompany.com
What does Asset Allocation & Management do?

AAM Company is a SEC-registered investment adviser specializing in fixed-income asset management tailored for insurance companies. They focus on delivering research-driven portfolios, risk management, and insurance-focused expertise to optimize returns and grow surplus. With a deep understanding of the insurance industry's regulatory landscape and... operational goals, AAM builds lasting partnerships with clients to provide customized investment solutions. Their team comprises experienced professionals with backgrounds in insurance and finance, ensuring a collaborative approach to long-term success.Read More

What are Asset Allocation & Management social media links?
Asset Allocation & Management Linkedin page Asset Allocation & Management Twitter page
Is Asset Allocation & Management a public company?
Asset Allocation & Management is private company therefore does not currently have an official ticker symbol
See more information about Asset Allocation & Management

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