Amerigo Asset Management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,893,839
Total clients
10
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$389,384
About
Amerigo Asset Management Corp. is a fee-based investment adviser that provides portfolio management and advisory services primarily to individual clients, pension and retirement plan trustees through directed client investment accounts, client allocation accounts, and direct investment accounts. The firm reports approximately $3,893,839 in assets under management, two advisory personnel, and about ten client relationships as of December 31, 2024.
Amerigo’s investment approach emphasizes technical and graphical analysis on a one-day to one-year horizon and assigns client accounts to one of several model allocations (Aggressive Growth, Growth, Growth and Income, Income, Tax-Free Municipal Income). Portfolios use individual equities and ETFs — including leveraged and inverse ETFs via a market-trend service intended to hedge or enhance exposure — and the brochure notes this can produce relatively high turnover and short-term taxable events.
Compared with many supported peers, Amerigo operates on a notably small scale given its modest AUM and limited client roster while maintaining discretionary model-driven management. The firm’s ADV also discloses prior self-regulatory disciplinary matters involving a principal (FINRA proceedings that resulted in suspension and fines at a prior broker‑dealer), which it identifies in the brochure.
Client services
Expertise
Fee options
$1 - $100,000: 2.25% $100,001 - $999,999: 2.00% $0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.85% $3,000,001 - $5,000,000: 1.25% $0 - $100,000: 1.5% (Managed Income Accounts, minimum $100/year) $100,001 - $1,999,999: 1.0% (Managed Income Accounts) $2,000,000 - $3,999,999: 0.7% (Managed Income Accounts) $4,000,000 - $5,000,000: 0.5% (Managed Income Accounts)
Account minimum: $10,000 normally; $100,000 normally with discretion for smaller accounts Minimum fee: Managed Income Accounts have a minimum fee of $100 per year
Main office location
Amerigo Asset Management Corporation
4410 Library Street
Port Charlotte FL 33948, United States
Number of offices
2
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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