Asset Allocation & Management Company, LLC is a large advisory firm based in Chicago. It manages $24.7 billion of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Minnesota.
Asset Allocation & Management Company provides portfolio management for businesses and institutional clients. 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 Asset Allocation & Management Company, LLC is $24.7 billion. The firm's AUM has grown by 148% since the beginning of its operation, and $3.5 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Asset Allocation & Management Company, LLC for their services and products based on a percentage of assets under management and performance-based 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.
The only and largest group of clients of Eric Byck Goodman is insurance companies with 116 clients and $24.7 billion of assets under management. Among the 11 most similar advisory firms, Asset Allocation & Management Company has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $24.7 billion for 116 clients. 3% of the firm’s clients are foreign persons or businesses.
Asset Allocation & Management Company doesn't advise any private funds.
The company employs 49 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No 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 compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Eric Byck Goodman has been acting as President since 1 Dec 2014. Reed J Nuttall has served as the Chief Investment Officer since 1 Oct 2004. Timothy J. Senechalle joined the executive team most recently as the Director.
The principal office where Asset Allocation & Management Company, LLC performs its advisory services is located at 30 West Monroe Street, Chicago, IL 60603 2405, which is also the mailing address of the firm. An additional office of the firm is in Saint Paul, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-263-2900 or by fax 312-263-1196. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at aamcompany.com.