Advisors Asset Management, Inc.
● SEC registered since 2004CRD 46727SEC# 801-62731Monument, CO
Ranks #2,081 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$2.21B
Fund GAV
$44.6M
Private funds
1
Employees
255
Accounts
1,505
Location
Monument, CO
Advisors Asset Management, Inc. assets under management
Advisors Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Monument, CO. The firm has been registered since 2004. It reports $2.2 billion in regulatory assets under management and employs 255 people. Advisors Asset Management, Inc. manages 1 private fund with combined gross assets of $44.6 million, including Aam / Wilshire Infrastructure Fund LP. By regulatory assets, it ranks 2,081 of 6,030 private fund managers.
Advisors Asset Management, Inc. private funds
1 funds · $44.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aam / Wilshire Infrastructure Fund LP | Other Private | $44.6M | — |
Advisors Asset Management, Inc. owners & executives
27 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aam Holdings, Inc Control | Shareholder | Over 75% | 2010 |
| Alex Robert Meitzner Control | Sr. Vp | Under 5% | 2008 |
| Bart Patrick Daniel Control | Chief Technology Officer/Director | Under 5% | 2013 |
| Brian Wayne Gilbert Control | Sr. Vp | Under 5% | 2012 |
| Charles Edward Sickles Control | Exec. Vp | Under 5% | 2018 |
| Christopher Thomas Genovese Control | Exec. Vp/Director | Under 5% | 2008 |
| Clifford Dean Corso Control | Chief Executive Officer/Chief Investment Officer/Director | Under 5% | 2021 |
| Jeffrey Kurtis Opie Control | Exec. Vp, Chief Financial Officer | Under 5% | 2016 |
| John Edwin Webber Control | Svp, Chief Compliance Officer/Secretary | Under 5% | 2011 |
| Marilee Ferone Control | Exec. Vp | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Advisors Asset Management, Inc. manage?
Advisors Asset Management, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Advisors Asset Management, Inc. manage?
Advisors Asset Management, Inc. manages 1 private funds with combined gross assets of $44.6 million.
How many employees does Advisors Asset Management, Inc. have?
Advisors Asset Management, Inc. reports 255 employees.
Where is Advisors Asset Management, Inc. located?
Advisors Asset Management, Inc. is based in Monument, CO and has been SEC-registered since 2004.
Does Advisors Asset Management, Inc. disclose fund performance?
Advisors Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18925 Base Camp Road, Suite 203, Monument, CO 80132 |
| Phone | 719-488-9956 |
| Fax | 719-488-4215 |
| Office hours | 6:00 a.m. - 3:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1297376 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.21B▲ 13%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 3%
More than 97% of 16,824 advisers
Assets under management
$2.21Bregulatory AUM
Discretionary $2.21BNon-discretionary $1.3M