Amerigo Asset Management Corporation (Addison)

Name: Amerigo Asset Management Corporation
Address: 16051 Addison Rd. Ste 212, Addison, TX, 75001
Telephone: 972-432-4648

Amerigo Asset Management Corporation is an adviser based in Addison. It manages $5.5 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Texas.

Amerigo Asset Management Corporation provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Amerigo Asset Management Corporation: assets under management

The assets under management (AUM) of Amerigo Asset Management Corporation is $5.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 267% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amerigo Asset Management Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Amerigo Asset Management Corporation

Amerigo Asset Management Corporation is owned by James Lester Piot. Steven Lynn Burks joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Lester Piot	Owner/chief compliance officer	1 Apr 2011	50% - 75%	1770770
Steven Lynn Burks	Owner	1 Apr 2011	50% - 75%	1466048

Based in Addison

The principal office where Amerigo Asset Management Corporation performs its advisory services is located at 16051 Addison Rd. Ste 212, Addison, TX 75001, 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 972-432-4648. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.amerigomgmt.com.