Ameristock Corp (Alameda)

Name: Ameristock Corp
Address: 1320 Harbor Bay Parkway Ste 145, Alameda, CA, 94502
Telephone: 510-522-3336

Ameristock Corp is a large advisory firm based in Alameda. It manages $1.09 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Ameristock Corp provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ameristock Corp: assets under management

The assets under management (AUM) of Ameristock Corp is $1.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 539% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.09 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ameristock Corp 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.

Careers at Ameristock Corp

Andrew F Ngim has been acting as President since 1 Aug 1995. Wainwright Holdings Inc. joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Schoenberger	Shareholder	1 Jun 1995	Other	xxx-xx-xxxx
Eliot Gerber	Shareholder	1 Jun 1995	Other	xxx-xx-xxxx
Nicholas Daniel Gerber	Portfolio manager	1 Aug 1995	50% - 75%	2229060
Andrew F Ngim	Director	1 Aug 1995	Other	1423275
Howard Mah	Cco & director	1 Aug 1995	Other	2790604
Robert Long Nguyen	Portfolio manager	1 Jan 2000	Other	1340889
Andrew F Ngim	Portfolio manager	1 Jul 2000	Other	1423275
Howard Mah	Portfolio manager	1 Dec 2000	Other	2790604
Commonwealth Trust Co. Ttee The Gerber Fam Irrv Tr	Shareholder	1 Feb 2002	Other	03-6077564
Wainwright Holdings Inc.	Shareholder	1 Jul 2004	75% - 100%	20-1372339

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Nicholas Daniel Gerber	Shareholder	1 Jul 2004	25% - 50%	2229060

Based in Alameda

The principal office where Ameristock Corp performs its advisory services is located at 1320 Harbor Bay Parkway Ste 145, Alameda, CA 94502, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 510-522-3336 or by fax 510-522-3334. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at ameristock.com/.