AMERICAN DREAM

Overview

American Dream is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients with core advisory services centered on financial planning and portfolio management for individuals and small businesses. Its billing approach is flexible and includes percentage-of-AUM charges as well as hourly and fixed fees. American Dream does not identify as an active ESG investor, is not multi-state, and does not act as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant, suggesting access to tax or accounting coordination as part of client service.

Assets & Accounts

Investments & Alternatives