American Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 284250
- Website
- americanadvisors-llc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
Contacts
1 of 1
Keith Mcgowan
Founder and Managing MemberCRD 5144401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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