SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Ameraudi Asset Management, Inc.
New York, NY
CRD 119854
Firm filing updated March 26, 2026 ·
- $2.1BAssets
- 9Advisory staff
- 1,339Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals832
- Corporations or other businesses73
- Individuals56
- Charities6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 56 | $19.9 million |
| High net worth individuals | 832 | $1.9 billion |
| Banking or thrift institutions | Fewer than 5 clients | $494,846 |
| Charitable organizations | 6 | $18.6 million |
| Corporations or other businesses not listed above | 73 | $124.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.1 billion
- Accounts1,339
- Discretionary$506.0 million · 386 accounts
- Non-discretionary$1.6 billion · 953 accounts
People
- Employees15
- Advisory staff9
- Broker-dealer reps5
- Licensed insurance agents0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 119854, SEC file 801-115201.
- Registered with the SEC as an investment advisor (status date on record: May 3, 2019).
Is Ameraudi Asset Management, Inc. a fiduciary?
Short answer: Ameraudi Asset Management, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 5 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.