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Nancy Listiawan

AMI Asset Management Corp.

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About Nancy Listiawan

Nancy Listiawan is a registered Investment Advisor Representative with AMI Asset Management Corp. Nancy has been working in the industry since January 2013. Nancy's current registration is approved and active in California. Nancy has earned the Certified Financial Planner designation.

Firm Information

Nancy Listiawan 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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Nancy Listiawan’s Registration & Firm History

CA

04/18/2013 - Present

AMI Asset Management Corp. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 04/17/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Listiawan.
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