Overview
Assets Under Management: $141 million
Headquarters: JERICHO, NY
High-Net-Worth Clients: 45
Average Client Assets: $2.0 million
Frequently Asked Questions
AMERICAN INVESTMENT PLANNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155558), AMERICAN INVESTMENT PLANNERS LLC is subject to fiduciary duty under federal law.
AMERICAN INVESTMENT PLANNERS LLC is headquartered in JERICHO, NY.
AMERICAN INVESTMENT PLANNERS LLC serves 45 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, AMERICAN INVESTMENT PLANNERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
AMERICAN INVESTMENT PLANNERS LLC manages $141 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, AMERICAN INVESTMENT PLANNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.57%
Average Client Assets: $2.0 million
Total Client Accounts: 200
Discretionary Accounts: 170
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 155558
Filing ID: 1155795
Last Filing Date: 2018-03-29 10:19:00