Ames Capital, LLC is a related adviser based in Pacific Palisades. It manages $14.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Ames Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ames Capital, LLC is $14.9 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ames Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ames Capital, LLC is owned by Alicia Phelps Ames. Mark Zabriskie Ames joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ames Capital, LLC performs its advisory services is located at 408 Ocampo Drive, Pacific Palisades, CA 90272, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 917-783-4365 or by fax 310-573-0117. The normal business hours are 8am - 4pm on Monday - Friday.