Amm Accounting Services Inc is an adviser based in Northbrook. It manages $35.01 million of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois and Texas.
Amm Accounting Services provides financial planning services, portfolio management for individuals and small businesses, and seminars. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Amm Accounting Services Inc is $35.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Amm Accounting Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alan Miles Morgan has been acting as President since 1 Apr 1992. Melissa D Osuch joined the executive team most recently as the Chief Compliance Officer.
The principal office where Amm Accounting Services Inc performs its advisory services is located at 1707 Shermer Road, Northbrook, IL 60062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-562-1300 or by fax 847-562-1303. The normal business hours are 8:00 a.m. to 8:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.stratadv.com.