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Aviemore Asset Management Inc (Ottsville)


Aviemore Asset Management Inc is a large advisory firm based in Ottsville. It manages $27.5 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001.

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Aviemore Asset Management provides portfolio management for individuals and small businesses and security ratings or pricing 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.

Aviemore Asset Management: assets under management

The assets under management (AUM) of Aviemore Asset Management Inc is $27.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $639.53 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aviemore Asset Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ottsville

The principal office where Aviemore Asset Management Inc performs its advisory services is located at 90 Oak Grove Rd, Ottsville, PA 18942 The mailing address of the firm is Po Box 190, Ottsville, PA 18942. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-847-9910 or by fax 610-847-9912. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at aviemoreasset.com.


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