Unclaimed Profile

Stephen Edward Barimo

AM GLOBAL FAMILY INVESTMENT OFFICE·WEST PALM BEACH, Florida

Series 7, Series 63, Series 65Clean record14 years registeredAM GLOBAL FAMILY INVESTMENT OFFICE

319 CLEMATIS STREET, WEST PALM BEACH, FL 33401CRD# 2689335Firm CRD# 159319

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Edward Barimo · WEST PALM BEACH, FL

Registration

CRD #2689335 · AM GLOBAL FAMILY INVESTMENT OFFICE · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AM GLOBAL FAMILY INVESTMENT OFFICE

AM GLOBAL FAMILY INVESTMENT OFFICE

Mar 2013 – Jan 2019

WEST PALM BEACH, FL

GENSPRING FAMILY OFFICES, LLC

Oct 2011 – Jan 2013

JUPITER, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 31, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AM GLOBAL FAMILY INVESTMENT OFFICE

CRD 159319 · SEC 801-78445

AUM

$368M

Regulatory assets under management

Employees

152 client accounts

Services offered by AM GLOBAL FAMILY INVESTMENT OFFICE

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at AM GLOBAL FAMILY INVESTMENT OFFICE →

Introduction

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Frequently Asked Questions

What services does Stephen Edward Barimo offer?

Stephen Edward Barimo specializes in Investment Management, Retirement Planning.

What are Stephen Edward Barimo's credentials?

Stephen Edward Barimo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Edward Barimo located?

Stephen Edward Barimo is based in WEST PALM BEACH, Florida, last registered with AM GLOBAL FAMILY INVESTMENT OFFICE.

How does Stephen Edward Barimo charge for services?

Stephen Edward Barimo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AM GLOBAL FAMILY INVESTMENT OFFICE?

AM GLOBAL FAMILY INVESTMENT OFFICE has approximately 8 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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