A complete list of active advisors currently associated with Amerigo Asset Management Corporation
Warmer can help you find a great advisor at Amerigo Asset Management Corporation or one who fits your needs even better.
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.
To learn more about the advisors currently working at Amerigo Asset Management Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Amerigo Asset Management Corporation's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Port Charlotte, FL
| 39
| |
Dallas, TX
| 22
|
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