ASSET ALLOCATION & MANAGEMENT COMPANY, LLC
DBA: AAM
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $27.49B |
| Discretionary | $26.73B97% of AUM |
| Non-Discretionary | $759.9M |
| Client Accounts | 846 |
| Avg Account Size | $32.5M |
| Employees | 49 |
| Peak AUM | $28.97BMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $27.5B | +14.4% | +4.6% | 0.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $27.49B |
| Discretionary | $26.73B |
| Employees | 49 |
| Client Accounts | 846 |
Contact & Location
Address
10 S. RIVERSIDE PLAZA
CHICAGO IL 60606-3798
Phone
312-263-2900
Filing History
53 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$26.7B
97.2% of AUM
Non-Discretionary
$760M
2.8% of AUM
Disc. mix ▼ 2.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant