Overview
Assets Under Management: $13.1 billion
Headquarters: HOLBROOK, NY
High-Net-Worth Clients: 9,053
Average Client Assets: $0.8 million
Frequently Asked Questions
AMERICAN PORTFOLIOS ADVISORS, INC 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 #112697), AMERICAN PORTFOLIOS ADVISORS, INC is subject to fiduciary duty under federal law.
AMERICAN PORTFOLIOS ADVISORS, INC is headquartered in HOLBROOK, NY.
AMERICAN PORTFOLIOS ADVISORS, INC serves 9,053 high-net-worth clients according to their SEC filing dated August 01, 2024. View client details ↓
According to their SEC Form ADV, AMERICAN PORTFOLIOS ADVISORS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
AMERICAN PORTFOLIOS ADVISORS, INC manages $13.1 billion in client assets according to their SEC filing dated August 01, 2024.
According to their SEC Form ADV, AMERICAN PORTFOLIOS ADVISORS, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9,053
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.39%
Average Client Assets: $0.8 million
Total Client Accounts: 54,553
Discretionary Accounts: 41,244
Non-Discretionary Accounts: 13,309
Regulatory Filings
CRD Number: 112697
Filing ID: 1892981
Last Filing Date: 2024-08-01 19:36:00