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Asset Management Alliance's Overview

Total employees29
HeadquartersHouston
Founded1989

Asset Management Alliance, L.P. (AMA) is an independent investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC), headquartered in Houston, Texas. Founded in 1996, AMA provides bespoke wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, families, endowments, and foundations. Operating as a fee-only fiduciary, AMA prioritizes objective advice and customized investment strategies aligned with clients' unique financial aspirations. The firm is built on a client-centric philosophy, emphasizing long-term relationships and a thorough understanding of each client's specific circumstances and goals.

Where is Asset Management Alliance's Headquarters?

HQ Function

The Houston headquarters serves as the firm's primary operational and strategic hub, overseeing all investment management, client services, financial planning, compliance, and administrative functions.

Notable Features:

Located in a modern office building in an accessible business district, providing a professional and confidential environment for client consultations and operations.

Work Culture:

Asset Management Alliance cultivates a professional, ethical, and client-focused work culture. Emphasis is placed on teamwork, integrity, continuous learning, and delivering personalized service to meet sophisticated client needs.

HQ Significance:

The headquarters' location in Houston allows AMA to effectively serve its significant client base in Texas and the broader Southwest region, while also acting as the nerve center for all firm-wide decisions and strategies.

Values Reflected in HQ: The headquarters' professional demeanor, accessibility, and focus on providing a secure, confidential setting for clients mirror AMA's core values of trust, excellence, and client-centricity.

Location:

Asset Management Alliance primarily focuses its operations and client services within the United States. While their investment strategies may include global assets for diversification, the firm's direct physical presence and branch offices are U.S.-based, with a strong concentration in Texas. They assist clients in navigating global investment landscapes through their advisory services.

Street Address:

50 Briar Hollow Lane, Suite 500W

City:

Houston

State/Province:

Texas

Country:

USA

Asset Management Alliance's Global Presence

Buying Intent Signals for Asset Management Alliance

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Asset Management Alliance

As of April 2025, Asset Management Alliance' leadership includes:

Robert L. Symon Jr. - Chairman & Chief Executive Officer
R. Kemerer Symon - President & Chief Compliance Officer
Matthew R. slowmotion - Managing Director, Portfolio Management
A. Haag Sherman - Managing Director
Kathryn Optimal - Managing Director, Client Relations

Investors of Asset Management Alliance

Asset Management Alliance has been backed by several prominent investors over the years, including:

Privately held by its partners.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Based on publicly available information, there have been no significant new executive hires or departures announced by Asset Management Alliance in the last 12 months, suggesting stability in its leadership team.

Technology (Tech Stack) used by Asset Management Alliance

Discover the tools Asset Management Alliance uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Asset Management Alliance Email Formats and Examples

Asset Management Alliance likely utilizes a standard professional email format. Based on common industry practices and company naming, the most probable format is the employee's first initial followed by their last name, at the company's domain.

f[last]@amalliance.com

Format

rsymon@amalliance.com

Example

75%

Success rate

News and media

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