Ami Asset Management Corp
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 1,221
- Avg AUM / client
- $1.6M
- Accounts
- 1,221
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 726 | $270M | 14.0% |
| High net worth individuals | 387 | $1.3B | 68.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $18.6M | 0.97% |
| Pension and profit sharing plans | 68 | $89.1M | 4.63% |
| Charitable organizations | 13 | $65.0M | 3.37% |
| Corporations and other businesses | 25 | $165M | 8.58% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Plan For The Employees Of Museum Associates Museum Associates, D/B/A Los Angeles County Museum Of Art | 2024 | |
| Nfp Corp. 401(k) Plan Nfp Corp. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katharine Kim | Chief Compliance Officer & Corporate Secretary | Aug 2012 (14y) | Less than 5% | |
| Peter Mainstain | Shareholder | Personal Financial Specialist | Aug 2012 (14y) | 10% – 25% |
| Matthew Tod Humiston | President, Coo | Aug 2013 (13y) | 25% – 50% | |
| William Howard Tanner | Chairman | Aug 2013 (13y) | 25% – 50% | |
| Christian Russel Sessing | Chief Investment Officer | CFA | Nov 2014 (12y) | 5% – 10% |
| Andrew Steven Zamfotis | Portfolio Manager | CFA | Nov 2021 (5y) | Less than 5% |
| Richard Mark Schimbor | Registered representative | CFA | May 2025 (1y) | |
| Daniel T. Schniedwind | Registered representative | CFA | Nov 2025 (1y) | |
| Andrew B. Kim | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan For The Employees Of Museum Associates | Museum Associates, D/B/A Los Angeles County Museum Of Art | 313 | $56.5M | 01/01/2024 |
| Nfp Corp. 401(k) Plan | Nfp Corp. | 6,644 | $977M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/14/2025 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (80% of AUM) Nov 2025
- RBC $190M (10% of AUM) Jul 2025
- Northern Trust $161M (9% of AUM) May 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗