# AMES Financial Services

AMES Financial Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 137261
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137261

## About

AMES FINANCIAL SERVICES is a state-registered investment adviser in LAKEWOOD, CA. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit

## Questions

### Does AMES Financial Services have a publicly available track record?

No. There are no investment vehicles, named portfolio companies, or deal announcements attributable to AMES Financial Services in public records or major financial databases. Without a track record, institutional allocators lack the data points needed for quantitative or qualitative evaluation.

### What is the firm's regulatory status?

AMES Financial Services does not appear in standard regulatory databases such as the SEC's Investment Adviser Public Disclosure (IAPD) site under this exact name. The absence of a public Form ADV or equivalent filing means the firm either operates below regulatory reporting thresholds, uses a different legal name, or is not a US-registered investment adviser.

### Why is this profile so thin?

Altss builds profiles from primary sources: firm websites, LinkedIn pages, regulatory filings, and credible third-party financial reporting. None of these sources yielded data for AMES Financial Services. The firm either maintains no public presence or has not yet been surfaced by the research process. The profile will be updated if a verifiable primary source becomes available.

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- [Everest Financial Group](https://altss.com/profile/everest-financial-group)
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Last updated: 2026-06-03T20:00:00.000Z

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