Peter Mainstain
Advisor at AMI Asset Management Corp — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
PFS™, Series 65
Experience Industry experience
24 years
Location
Los Angeles, CA 90024
AMI Asset Management Corp
Team
Total advisors
9Clients per advisor
124 Very HighAvg AUM per client
$1,426,525 HighHNW client ratio
35% TypicalPeter Mainstain is a financial advisor with AMI Asset Management Corp, holding the PFS™ designation and a Series 65 license, and has 24 years of industry experience. He serves as Managing Director of Ground Control Business Management, a business management and tax consulting firm, where he dedicates most of his time. He is also a partner in two partnerships that invest in real estate. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, employing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages nearly $2 billion in assets and acts as a private fund adviser and manager of pooled vehicles.
Based on AMI Asset Management Corp
$0 - $10 million: 1.00% $10 million+: 0.75%
Account minimum: $500,000 Minimum fee: Minimum annual management fee $10,000 (may be waived by AMI) Fee-only: Annual management fees based on asset tiers for separate accounts, no commissions charged by AMI
Los Angeles, CA
10866 Wilshire Blvd Ste 770
Los Angeles CA 90024
Advisors at this office
9
California
24 years of industry experience
Ground Control Business Management
2023 - Present • 3 years
Los Angeles, CA
Tanner Mainstain Glynn & Johnson LLC
2021 - 2023 • 2 years
Los Angeles, CA
AMI Asset Management
1993 - Present • 33 years
Los Angeles, CA
Tanner Mainstain Glynn & Johnson LLP
1975 - 2021 • 46 years
Los Angeles, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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