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Active Investment Management, LLC (Pensacola)


Active Investment Management, LLC is an adviser based in Pensacola. It manages $1.61 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama and Florida.

Active Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Active Investment Management: assets under management

The assets under management (AUM) of Active Investment Management, LLC is $1.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.41 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Active Investment Management, LLC 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 Pensacola

The principal office where Active Investment Management, LLC performs its advisory services is located at 1701 N 19 Th Avenue, Pensacola, FL 32503, which is also the mailing address of the firm. An additional office of the firm is in Spanish Fort, AL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (251) 232-3850. The normal business hours are by appointment only on Monday - Friday.


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