Wilson Kelty Fisher

Amg Funds LLC

26 Years of Experience

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Firm Information

Amg Funds LLC

Compensation

Fee-Only (AUM)

Number of Advisors

4 advisors

Number of Clients

5 clients

Average Client Portfolio

$3.8B average

Assets Under Management

$19.0B

Advisor Information

Office location

Hermosa Beach, CA

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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 7 mos

Amg Distributors, INC.

February 2004 - Present · 21 yrs 11 mos

Amg Distributors, INC.Broker

February 2004 - Present · 21 yrs 11 mos

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.