American Expats in Europe Ltd.
RIASEC Registered
Total AUM
$2.6M
Discretionary
$0
0% of AUM
Avg account
$138K
Accounts
19
Employees
3
Advisory reps
2
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations