Saam Investments, Inc. (Panama City)

Name: Saam Investments, Inc.
Address: Ave. Federico Boyd, Edificio Scotia Plaza, Panama City, 0816 03356
Telephone: (507) 303-0129

Saam Investments, Inc. is an adviser based in Panama City. It manages $3.9 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2005.

Saam Investments provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Saam Investments: assets under management

The assets under management (AUM) of Saam Investments, Inc. is $3.9 million. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1 million in discretionary accounts and $2.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $80.56 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Saam Investments, Inc. for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Saam Investments, Inc.

Guillermo David Ameglio has been acting as President since 1 Dec 2003. Cristina Iliana Saiz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Guillermo David Ameglio	Director	1 Dec 2003	Other	2978849
Cristobal Andres Cortes	Executive compliance officer	1 Dec 2003	Other	4896424
Antonio Porfirio Saiz	Director	1 Dec 2003	Other	4901027
Cristina Iliana Saiz	Chief compliance officer	1 Dec 2005	Other	4896424

Based in Panama City

The principal office where Saam Investments, Inc. performs its advisory services is located at Ave. Federico Boyd, Edificio Scotia Plaza, Panama City, 0816 03356 The mailing address of the firm is P.O. Box 0816 03356, Panama City, 5. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (507) 303-0129 or by fax (507) 303-0460. The normal business hours are 8:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.saaminvestments.com.