Overview
Assets Under Management: $1.3 billion
Headquarters: GREAT BARRINGTON, MA
High-Net-Worth Clients: 194
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,421
Discretionary Accounts: 1,421
Regulatory Filings
CRD Number: 110043
Filing ID: 1939239
Last Filing Date: 2025-03-31 12:24:00
Website: https://americaninvestment.com