Best-in-State · rank 38 · Scottsdale, Arizona · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “firm: "Ameriprise Financial Services"” — forbes_shook
- Parent company — Ameriprise Financial (high)
- “Ameriprise Financial Services is the financial services operating segment of Ameriprise Financial” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Ameriprise Financial Services operates as a full-service financial services firm with broker-dealer, investment advisory, and insurance businesses” — sec_finra_regulatory
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Book of business
- Team AUM ($M) — 500 (high)
- “Team Assets (Custodied): $500M” — forbes_shook
- Account minimum ($M) — 0.1 (high)
- “Minimum account size for new business: $100K” — forbes_shook
- Typical client net worth ($M) — 10.5 (high)
- “Typical Net Worth of Relationships: $1-20M” — forbes_shook
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- Custodians — not_applicable (high)
- “Ameriprise Financial operates as an integrated broker-dealer with internal custodial arrangements” — sec_finra_regulatory
- Fee model — not_public (medium)
- “Ameriprise Financial Services offers asset-based fees, commission-based, and hybrid fee structures” — sec_finra_regulatory
Positioning & marketing
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Visual brand
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