Amerigo Asset Management Corporation

Amerigo Asset Management Corp. is a fee-based investment adviser that provides portfolio management and advisory services primarily to individual clients, pension and retirement plan trustees through directed client investment accounts, client allocation accounts, and direct investment accounts. The firm reports approximately $3,893,839 in assets under management, two advisory personnel, and about ten client relationships as of December 31, 2024.

Amerigo’s investment approach emphasizes technical and graphical analysis on a one-day to one-year horizon and assigns client accounts to one of several model allocations (Aggressive Growth, Growth, Growth and Income, Income, Tax-Free Municipal Income). Portfolios use individual equities and ETFs — including leveraged and inverse ETFs via a market-trend service intended to hedge or enhance exposure — and the brochure notes this can produce relatively high turnover and short-term taxable events.

Compared with many supported peers, Amerigo operates on a notably small scale given its modest AUM and limited client roster while maintaining discretionary model-driven management. The firm’s ADV also discloses prior self-regulatory disciplinary matters involving a principal (FINRA proceedings that resulted in suspension and fines at a prior broker‑dealer), which it identifies in the brochure.