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Richard Mark Schimbor

Investment adviser representative at Ami Asset Management Corp
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Ami Asset Management CorpJul 2016 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CA).

Ami Asset Management Corp

$1.9BAssets managed
1,221Clients
9Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7739927
Firm CRD
110291
Advisor's SEC record (opens in a new tab)
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