Decosimo A M LLC is a large advisory firm based in Chattanooga. It manages $43.42 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.
Decosimo A M provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Decosimo A M LLC is $43.42 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Decosimo A M LLC for their services and products based on a percentage of assets under management 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.
Joseph Francis Decosimo has been acting as President since 1 Aug 1999. Llp (Ga) Joseph Decosimo & Co. joined the executive team most recently as the Member.
The principal office where Decosimo A M LLC performs its advisory services is located at Tallan Bldg Ste 1100, Chattanooga, TN 33607, 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 423-756-7100 or by fax 723-756-2939. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.decosimo.com.