AAM Company

Chicago, United States Founded: 1982 • Age: 44 yrs Acquired By Securian Financial
Diversified investment management services are provided by AAM.
Annual revenue - Latest available
Total funding $960,820 3 rounds
Employees - Tracked headcount
Investors 3 Known backers
Products 2 Services tracked
Competitors 10 Brand Intelligence

About AAM Company

AAM Company is a company based in Chicago (United States) founded in 1982 was acquired by Securian Financial in December 2014. It operates as a Professional Services. AAM Company has raised $960.82 thousand across 3 funding rounds from investors including Securian Financial, Century Equity Partners and Stone Point Capital. AAM Company offers products and services including Investment Grade Fixed Income and Specialty Asset Classes. AAM Company operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Chicago, United States
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Asset Allocation And Management Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $960.82 K (USD)

    in 3 rounds

  • Latest Funding Round
    $280.09 K (USD), Private Equity Round

    Apr 01, 2014

  • Investors
  • Employee Count
    Not available
  • Acquired by
    Securian Financial

    & 1 more

    (Dec 31, 2014)

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of AAM Company

AAM Company offers a comprehensive portfolio of products and services, including Investment Grade Fixed Income and Specialty Asset Classes.

Product name locked
Category locked
Primary

Fixed income portfolios are managed for insurance clients.

Product name locked
Category locked
Locked

Specialty asset investments are tailored for insurance needs.

People of AAM Company

Headcount 10-50
Employee Profiles 24
Employee Profiles
People
Kelly Fox
Investment Operations Settlement Specialist
People
Noah Grossman
Assistant Portfolio Manager
People
John Balsamo
Portfolio Manager
People
Chelsea Klassa
Chief Compliance Officer

Unlock access to complete

Funding Insights of AAM Company

AAM Company has successfully raised a total of $960.82K across 3 strategic funding rounds. The most recent funding activity was a Private Equity Round of $280.09 thousand completed in April 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in AAM Company

AAM Company has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Securian Financial, Century Equity Partners and Stone Point Capital.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
PE firm investing in the US
Locked Locked Locked
Private equity firm investing in global financial services sectors.
Locked Locked Locked
Financial holding company
Locked Locked Locked
Premium access

Investor details for AAM Company

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by AAM Company

Investments
Premium access

Investment portfolio details for AAM Company

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - AAM Company

Premium access

Detailed financials for AAM Company

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Aam Company Comparisons

AAM Company Primary company
Description
Diversified investment management services are provided by A...
Location
Chicago, United States
Founded Year
1982
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for AAM Company

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of AAM Company

AAM Company operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Wealth management, investment advisory, and financial services are provided.
Locked Locked Locked
Northwestern Mutual is engaged in financial planning and insurance services.
Locked Locked Locked
Retirement, investment, and insurance products and services are provided.
Locked Locked Locked
Asset management and investment advisory services are provided to clients.
Premium access

Detailed competitors of AAM Company

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Aam Company

Premium access

Complete news archive for AAM Company

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about AAM Company

AAM Company was founded in 1982 and raised its 1st funding round 21 years after it was founded.

AAM Company is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

John Schaefer is the current CEO of AAM Company.

AAM Company is a funded company, having raised a total of $960.82K across 3 funding rounds to date.

Investment portfolios are managed by Asset Allocation and Management LLC, an SEC-registered advisor, with a primary focus on the insurance sector. Services are provided across various asset classes, emphasizing income generation. Since 1982, support has been extended to life, health, property casualty, captive, specialty, and start-up insurers. Customized portfolio construction is designed to meet specific client objectives and risk constraints. A culture of transparency is maintained, and insights are shared across the client base to enhance success in evolving markets.

AAM Company's top competitors include Fidelity Investments, Investec and S&P Global.

AAM Company offers Investment Grade Fixed Income and Specialty Asset Classes.

AAM Company has 3 investors. Key investors include Securian Financial, Century Equity Partners, and Stone Point Capital.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available