Aic Asset Management LLC is a large advisory firm based in San Francisco. It manages $73.5 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.
Aic Asset Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aic Asset Management LLC is $73.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Aic Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roderick Robert Berry has been acting as President since 1 Mar 1999. Ltd. Aic joined the executive team most recently as the Shareholder.
The principal office where Aic Asset Management LLC performs its advisory services is located at 100 Pine St., Suite 420, San Francisco, CA 94111, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 415-274-2460 or by fax 415-274-2461. The normal business hours are 7:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.aic.com.