Advisors Asset Management, Inc.

Overview

Advisors Asset Management, Inc. is a Broker Dealer and registered investment adviser based in Monument, CO, registered since 1999. It reports $2.2B in assets under management across 1,505 accounts, with 255 employees. Its 188 registered representatives work across 15 branch offices in 9 states.

Reported AUM

$2.2B

Discretionary

100%

Accounts

1,505

Average account

$1.5M

Employees

255

Registered reps

188

Branch offices

15

Registered since

1999

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Fund/Underwriter
• Other
• Private Placements
• 5 more

Executive officers 3 of 12

• Clifford Dean Corso Chief Executive Officer, Chief Investment Officer, Director CRD 2477519
• Bart Patrick Daniel Chief Technology Officer, Director CRD 4263841
• Jeffrey Kurtis Opie Executive Vice President, Chief Financial Officer CRD 5763807

9 more executive officers, with direct contact details

Registered reps 3 of 188

• Edward Gregory Agamov Registered Rep · Investment Adviser Rep CRD 8129625
• David Scott Ahern Registered Rep · Investment Adviser Rep CRD 2792588
• Dustin Michael Allred Registered Rep · Investment Adviser Rep CRD 6886847

185 more registered reps, with emails, phones and branch locations

Location

Headquarters

18925 Base Camp Rd
Monument, CO 80132

County

El Paso

Metro area

Colorado Springs, CO

Region

West

Branch offices

15 in 9 states, including Boerne, TX, Charlotte, NC and Boca Raton, FL

Registrations

• SEC registered, corporation formed in Delaware
• Registered in 52 jurisdictions
• Website: aamlive.com

Every state, with registration dates

Similar firms near Monument

• Financial Action, Inc.Monument, CO$1M AUM
• Arkenstone Financial, LLCMonument, CO$97M AUM
• Modern FinancialMonument, CO$35M AUM
• Advanced Wealth AdviceMonument, CO1 reps
• The Real Estate Whisperer(R)Monument, CO1 reps