AMI Asset Management Corp logo

AMI Asset Management Corp

Updated today

Client assets under management

$1,587,722,269

Clients

1,113

35% high-net-worth

Advisors

9

of 13 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

124

Very High

Average account size

$1,426,525

About

AMI Asset Management provides discretionary portfolio management to a mix of individual and high‑net‑worth clients, institutional accounts (including pension and profit‑sharing plans), trusts, corporations and non‑affiliated private pooled funds. The firm also delivers model portfolios through a Unified Overlay Management Program, acts as a sub‑advisor to third‑party advisers, and accepts accounts in wrap fee programs.

The firm’s investment approach combines bottom‑up fundamental research for its equity strategies with a top‑down and bottom‑up process for fixed income, and it offers seven core strategies that include large‑ and small‑cap growth, an Amplified Growth sleeve, core and tax‑exempt fixed income, and a high‑yield capital appreciation product. Client objectives are gathered via questionnaires or investment policy statements, portfolios are continuously monitored by portfolio managers, and AMI provides electronic quarterly performance reporting and account customization (cash flow, yield and maturity constraints).

What stands out relative to many peers is that AMI manages non‑affiliated private funds and pooled investment vehicles in addition to separately managed accounts, and it reported about $1.93 billion in discretionary AUM across nine advisors—producing AUM per advisor well above typical team firms. The firm’s operational setup emphasizes prime brokerage and custody through Schwab, a soft‑dollar/ research arrangement (including CAPIS and other research brokers) and use of third‑party proxy research (ISS), capabilities that support its trading, research and reporting practices and can enable prime brokerage or borrowing arrangements in separately managed accounts; principals also maintain outside private‑real‑estate partnerships that occasionally intersect with client investment discussions.

Client services

Portfolio management Model based programs

Expertise

Active portfolio management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $10 million: 1.00% for Domestic Large Cap Growth, Domestic Small Cap Growth, Domestic Large Cap Equity Income, Amplified Growth Strategy $10,000,001+: 0.75% for Domestic Large Cap Growth, Domestic Small Cap Growth, Domestic Large Cap Equity Income, Amplified Growth Strategy $0+: 0.60% flat fee for Government/Corporate Fixed Income (minimum $1,000,000) $0+: 0.50% flat fee for Intermediate Quality Tax Exempt Fixed Income (minimum $1,000,000) $0+: 1.00% flat fee for High Yield Capital Appreciation (minimum $1,000,000) $0 - $10 million: 0.70% for Large Cap Domestic Equity institutional accounts $10,000,001 - $25 million: 0.60% on next $15 million for Large Cap Domestic Equity institutional accounts $25,000,001 - $50 million: 0.50% on next $25 million for Large Cap Domestic Equity institutional accounts $50,000,001+: 0.40% on balance for Large Cap Domestic Equity institutional accounts $0 - $10 million: 0.90% for Small Cap Domestic Equity institutional accounts $10,000,001 - $25 million: 0.80% on next $15 million for Small Cap Domestic Equity institutional accounts $25,000,001 - $50 million: 0.70% on next $25 million for Small Cap Domestic Equity institutional accounts $50,000,001+: 0.60% on balance for Small Cap Domestic Equity institutional accounts $0 - $10 million: 0.70% for Domestic Large Cap Equity Income institutional accounts $10,000,001 - $25 million: 0.60% on next $15 million for Domestic Large Cap Equity Income institutional accounts $25,000,001 - $50 million: 0.50% on next $25 million for Domestic Large Cap Equity Income institutional accounts $50,000,001+: 0.40% on balance for Domestic Large Cap Equity Income institutional accounts

Other

Account minimum: Varies by strategy; ranges from $500,000 to $1,000,000 as specified below Minimum fee: $10,000 minimum annual management fee for separately managed accounts (may be waived) Fee-only: Annual management fees ranging from 0.30% to 0.70% depending on strategy for model portfolios and private funds; no performance fees charged.

Main office location

AMI Asset Management Corp

10866 Wilshire Blvd., Ste 770

Los Angeles CA 90024, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Illinois · Iowa · Massachusetts · Nevada · New Hampshire · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Active portfolio management Founder/Business Owner
user avatar

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.

Active portfolio management Founder/Business Owner
user avatar

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.

Active portfolio management Founder/Business Owner
user avatar

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.

Active portfolio management Founder/Business Owner
user avatar

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.

Active portfolio management Founder/Business Owner
user avatar

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.

Active portfolio management Founder/Business Owner
user avatar

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.

Active portfolio management Founder/Business Owner
user avatar

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.

Active portfolio management Founder/Business Owner
user avatar

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.

Active portfolio management Founder/Business Owner
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