Wilson Kelty Fisher

Amg Funds LLC

26 Years of Experience

Broker

View SEC Summary

Amg Funds LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

5 clients

Average Client Portfolio

$3.8B average

Assets Under Management

$19.0B

Location

Hermosa Beach, CA

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Amg Funds LLC

June 2010 - Present · 15 yrs 8 mos

Amg Distributors, INC.

February 2004 - Present · 22 yrs

Amg Distributors, INC.Broker

February 2004 - Present · 22 yrs

Previous Registrations

Managers Investment Group LLC

May 2005 - June 2010 · 5 yrs 1 mo

Burridge Group LLC

April 2004 - May 2005 · 1 yr 1 mo

Jackson National Life Distributors, INC.Broker

September 1999 - February 2004 · 4 yrs 5 mos

State Registrations5 states

AZCACTHIIL

AdvisorBroker

Exams

No exam information available for this advisor.