Am Global Family Investment Office is a large advisory firm based in West Palm Beach. It manages $367.51 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida and Pennsylvania.
Am Global Family Investment Office provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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 Am Global Family Investment Office is $367.51 million. The firm's AUM has grown by 62% since the beginning of its operation, and $16.88 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Am Global Family Investment Office for their services and products based on a percentage of assets under management and fixed 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 firm provides services to individuals and high net worth individuals. The largest group of clients of Andrew Patrick Mehalko is high net worth individuals with 15 clients and $349.73 million of assets under management. Among the 9 most similar advisory firms, Am Global Family Investment Office has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $367.51 million for 23 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.
Am Global Family Investment Office also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 6 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.
Andrew Patrick Mehalko has been acting as President since 1 Sep 2011. Colin Jesse Hickey joined the executive team most recently as the Member.
The principal office where Am Global Family Investment Office performs its advisory services is located at 319 Clematis Street, West Palm Beach, FL 33401, 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 561-249-6826 or by fax 561-249-6990. The normal business hours are 8:30am- 5:00pm on Monday - Friday. You can find more information about the New York firm at amglobalfio.com.