American Advisors LLC

RIASEC Registered
Total AUM
$7.2M
Discretionary
$7.2M
100% of AUM
Avg account
$514K
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284250
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals66.56%
  • Charitable Organizations33.44%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

American Advisors LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm’s client mix targets individuals and families as well as some institutional or small-business relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting support and client education through seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly billing and fixed-fee engagements. Investment activity is conservative and centered on pooled public funds. The firm does not position itself as a capital allocator to private or bespoke alternative strategies; instead it implements client mandates primarily with mutual funds and other public collective vehicles. The adviser is not presented as an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Cash & Cash Equivalents 5%, Exchange Traded Equities 3%92%
  • Public Funds/Mutual Funds92%
  • Cash & Cash Equivalents5%
  • Exchange Traded Equities3%

Contacts

1 of 1
  • Keith Mcgowan

    Keith Mcgowan

    Founder and Managing MemberCRD 5144401

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth