American Expats In Europe Ltd.
Firm details
- Headquarters
- ,
- CRD number
- 319225
- Registered since
- July 20, 2022
- Custodians
- RBC CLEARING AND CUSTODY
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
American Expats In Europe Ltd. operates as a small, individually owned advisory firm that provides portfolio management primarily to individuals and families, including small-business owners. The firm registered with the SEC in 2022 and bills clients using a mix of asset-based fees, hourly charges, and other fee arrangements. Its advisory work is centered on discretionary portfolio management for private clients rather than institutional or pension consulting, and the firm does not market itself as an ESG-focused or multi-state adviser.
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
- Exchange Traded Equities59%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds17%
- Other4%
Owners & executives
1 of 1Jeremy Cave
Chief Operating Officer and Chief Compliance OfficerCRD 7527091
Contacts
1 of 1
Frank Gibney
Managing DirectorCRD 7521649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations