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AMIP MANAGEMENT

SEAL BEACH, CA · CRD 284231 · IAPD ↗ · 562-735-6555

$1.46BRegulatory AUM
5Advisory reps
47Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — AMIP MANAGEMENT crossed $1B in regulatory AUM ($594.8M -> $1.46B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
30
April 2025 — AMIP MANAGEMENT notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — AMIP MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.