An emphasis on solid investment disciplines and specific asset classes
Partnering with select institutional managers
Helping investors meet their current cash flow and future capital appreciation goals.
Customized portfolios selected and managed by professional managers
Unlimited access to our bond offerings and dedicated, personal support
Innovative investment and risk management solutions
May 15, 2023
May 08, 2023
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Our mission is to empower financial professionals to succeed.
Our Mission
AAM empowers financial professionals to succeed:
We're fully engaged in our clients' success.
What we offer
Our long-term relationships with advisors give us a first-hand understanding of their world — helping us create innovative investments and services that are relevant and have the potential to meet today’s challenges.
Expanding on our long heritage in fixed income, AAM’s services and investments now cover a range of asset classes by building specialized proprietary capabilities or developing advisory relationships with select third-party institutional managers. AAM provides:
Read our whitepaper “Powering Advisory Growth for Over 40 Years”
Company Profile
Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
For over 40 years, AAM has been a trusted resource for financial professionals and broker/dealers. We offer access to unit investment trusts (UITs), open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
As of March 31, 2023, the brokerage and advised business at AAM represents approximately $40.8 billion in assets. (Assets under supervision represent $5.4 billion in UIT assets. The firm has $31.6 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $3.8 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.)
866.606.7220
UIT@aamlive.com
AAMDistribution@aamlive.com
888.969.2663
It's the people that make Advisors Asset Management a great company. Our positive corporate culture is rooted in solid ethics and values which enables our people to grow lasting meaningful careers.
AAM partners with a select number of high-quality investment managers who want to leverage our distribution capabilities.