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Daniel T. Schniedwind

AMI Asset Management Corp.

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About Daniel T. Schniedwind

Daniel T. Schniedwind is a financial advisor currently registered with AMI Asset Management Corp.. Daniel has been in the industry for at least 8 years and is currently active in Colorado and California. Daniel holds a Series 65 license and a Series 3 license. Daniel is also a Chartered Financial Analyst. Daniel specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Daniel Schniedwind is currently registered with AMI Asset Management Corp.. AMI Asset Management Corp. is an investment advisor headquartered in Los Angeles, CA. The firm manages approximately $1.84 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. AMI Asset Management Corp. offers portfolio management services for individuals, businesses, and pooled investment vehicles.
AMI Asset Management Corp.

10866 WILSHIRE BLVD., STE 770

LOS ANGELES, CA 90024

$1.84B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model based programs

Model based programs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Schniedwind’s Registration & Firm History

CO

03/13/2019 - Present

AMI Asset Management Corp. (Denver CO)

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Licenses & Designations

IA

Issued 07/14/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2010

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel T. Schniedwind.
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