Advisors at this firm
Matthew H
Series 65
Los Angeles, CA
AMI Asset Management Corp
Matthew Humiston is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, with 24 years of industry experience. He holds a Series 65 designation and has been with AMI Asset Management since 2000. Outside of his advisory role, Mr. Humiston is a one-third partner in two real estate investment partnerships, HUMATA Partners and BPM Partners, dedicating less than 10% of his time to these activities. AMI Asset Management provides discretionary portfolio management to individual and high-net-worth clients, institutional accounts, trusts, corporations, and non-affiliated private pooled funds. The firm employs a combination of bottom-up fundamental research and top-down processes across various equity and fixed income strategies, managing approximately $1.93 billion in discretionary assets under management across nine advisors.
Andrew K
Series 65
Los Angeles, CA
AMI Asset Management Corp
Andrew Kim is a Series 65-licensed advisor at AMI Asset Management Corp in Los Angeles, CA, where he has worked since 2025. He has prior experience at Standard Solar and several technology and robotics-related companies. AMI Asset Management provides discretionary portfolio management to individual and high-net-worth clients, institutional accounts, trusts, corporations, and private pooled funds. The firm employs a combination of bottom-up fundamental research and top-down analysis across equity and fixed income strategies and manages approximately $1.93 billion in discretionary assets across nine advisors.
Christian S
CFA®, Series 63, Series 66
Los Angeles, CA
AMI Asset Management Corp
Christian Sessing is a CFA® charterholder with 20 years of industry experience. He has been with AMI Asset Management Corp in Los Angeles since 2005. AMI Asset Management provides discretionary portfolio management to individual and high-net-worth clients, institutional accounts, trusts, corporations, and non-affiliated private pooled funds. The firm combines bottom-up fundamental research and top-down analysis across multiple equity and fixed income strategies, managing approximately $1.93 billion in discretionary assets across nine advisors.
Richard S
CFA®
Los Angeles, CA
AMI Asset Management Corp
Richard Schimbor is a CFA® charterholder with 10 years of experience at AMI Asset Management Corp and an additional year at UCLA Anderson School of Management. He is based in Los Angeles, CA, and is part of a nine-advisor team at AMI. AMI Asset Management provides discretionary portfolio management services to individual and high-net-worth clients, institutional accounts, trusts, corporations, and private pooled funds. The firm employs a combined bottom-up and top-down investment approach across multiple equity and fixed income strategies and manages both separately managed accounts and non-affiliated private funds.
Andrew Z
CFA®, Series 63
Los Angeles, CA
AMI Asset Management Corp
Andrew Zamfotis is a CFA® charterholder with 10 years of industry experience. He has been with AMI Asset Management Corp since 2015. AMI Asset Management provides discretionary portfolio management to individual and high-net-worth clients, institutional accounts, trusts, corporations, and non-affiliated private pooled funds. The firm combines bottom-up fundamental research with a top-down and bottom-up approach for fixed income, offering seven core strategies and managing approximately $1.93 billion in discretionary assets across nine advisors.
Daniel S
CFA®, Series 65
Los Angeles, CA
AMI Asset Management Corp
Daniel Schniedwind is a CFA® charterholder with nine years of industry experience. He has worked at AMI Asset Management Corp since 2019 and previously spent four years at Segall Bryant & Hamill. He holds a Series 65 license and is based in Denver, CO. AMI Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, institutional accounts, trusts, corporations, and non-affiliated private pooled funds. The firm employs a combined bottom-up and top-down investment approach across seven core strategies and manages approximately $1.93 billion in discretionary assets under management.
William T
Series 65
Los Angeles, CA
AMI Asset Management Corp
William Tanner is a financial advisor with AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 credential and 24 years of industry experience. He has worked at AMI Asset Management since 1993 and previously spent 46 years at Tanner Mainstain Glynn & Johnson LLP. Outside of AMI, Mr. Tanner is an independent contractor for Ground Control Business Management and a partner in two real estate investment partnerships. AMI Asset Management provides discretionary portfolio management to individual, high-net-worth, and institutional clients, offering a range of equity and fixed income strategies. The firm manages non-affiliated private funds alongside separately managed accounts and reported approximately $1.93 billion in discretionary assets under management across nine advisors.
Katharine K
Series 65
Los Angeles, CA
AMI Asset Management Corp
Katharine Kim is a Series 65-licensed financial advisor with AMI Asset Management Corp in Los Angeles, CA, where she has worked since 2002. She has 23 years of industry experience. AMI Asset Management provides discretionary portfolio management to individual and high-net-worth clients, institutional accounts, trusts, corporations, and non-affiliated private pooled funds. The firm employs a combined bottom-up and top-down investment approach across multiple equity and fixed income strategies and manages approximately $1.93 billion in discretionary assets.
Peter M
PFS™, Series 65
Los Angeles, CA
AMI Asset Management Corp
Peter Mainstain is a financial advisor at AMI Asset Management Corp with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. Mr. Mainstain is also a Managing Director of Ground Control Business Management, a business management and tax consulting firm, where he dedicates most of his time. Additionally, he is a partner in two real estate investment partnerships, HUMATA Partners and BPM Partners. AMI Asset Management provides discretionary portfolio management to individual, high-net-worth, institutional, and pooled fund clients. The firm employs a combination of bottom-up fundamental research and top-down analysis across multiple equity and fixed income strategies, managing approximately $1.93 billion in discretionary assets.