Ameraudi Asset Management, Inc. is a large advisory firm based in New York. It manages $525.39 million of regulatory assets for 608 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, Connecticut, Delaware, and 5 other states.
Ameraudi Asset Management provides portfolio management for individuals and small businesses and selection of other advisers. 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 Ameraudi Asset Management, Inc. is $525.39 million. The firm's AUM has gone down by -9% since the beginning of its operation, and $282.52 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Ameraudi Asset Management, Inc. for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Joseph Georges Audi is high net worth individuals with 447 clients and $525.15 million of assets under management. Among the 8 most similar advisory firms, Ameraudi Asset Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $525.15 million for 447 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 54% of the firm’s clients are foreign persons or businesses.
Ameraudi Asset Management doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joseph Georges Audi has been acting as President since 1 Jan 1999. Salim Abboud joined the executive team most recently as the Director.
The principal office where Ameraudi Asset Management, Inc. performs its advisory services is located at 19 East 54 Th Street, New York, NY 10022, 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 212-833-1090 or by fax 212-319-4917. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at ameraudi.com.