American Investment Management Group LLC

RIASEC Registered
Total AUM
$3.5K
Discretionary
$3.5K
100% of AUM
Avg account
$1.8K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284128
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

American Investment Management Group LLC operates as a small, independent registered investment adviser structured as a limited liability company and owner-managed. The firm targets individual and family clients and positions itself as a capital allocator, offering traditional advisory services such as financial planning, selecting outside advisers, and running educational seminars or workshops. It is not an active ESG investor, does not describe itself as a multi-state adviser, and does not act as a pension consultant or related adviser. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suggests flexibility in how it prices services for very small client relationships. Given the firm’s stated activities—especially selection of other advisers and educational offerings—its model appears to rely on outsourcing or recommending third-party managers when specialized investment solutions are needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 12%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents12%

Contacts

1 of 1
  • Alibek Tupushev

    Investment Advisor RepresentativeCRD 6656486

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