AMERICAN INVESTORS CO

Broker-DealerFINRA MemberEst. 2000
Total AUM
$578M
Discretionary
$576M
100% of AUM
Accounts
1,530
Employees
30
Advisory reps
53
Brokerage reps
30

Firm details

Headquarters
SAN RAMON, California
CRD number
38
Registered since
August 22, 2000
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI66.49%
  • Individuals28.4%
  • Pension & Profit Sharing Plans3.9%
  • Corporations / Businesses0.82%
  • Charitable Organizations0.38%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

American Investors Co. operates as an independent broker-dealer that combines brokerage and insurance distribution with advisory services. The firm serves both individual and family clients as well as institutional accounts, offering portfolio management, financial planning and adviser selection alongside transactional brokerage. Investment activity shows a clear tilt toward publicly traded equities—both single-stock and exchange-traded products—while also deploying capital into mutual funds and third-party real estate strategies. As a capital allocator, the firm mixes fee models (percentage of AUM, fixed fees, hourly charges) with commission-based activity. That hybrid structure supports both discretionary portfolio management and advisory engagements that are more consultative or project-based. The firm’s activity profile and affiliations (including acting as a sponsor of limited partnerships) suggest it can place client capital into outside managers and private real estate vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 42%, Cash & Cash Equivalents 10%, US Government Bonds 2%, Other 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds42%
  • Cash & Cash Equivalents10%
  • US Government Bonds2%
  • Other1%

Contacts

3 of 53
  • SCOTT MEHREN

    PresidentCRD 4249198

  • GARY CONLEY

    Founder & OwnerCRD 52159

  • LINDA CORNISH

    OwnerCRD 1915532

Unlock 50 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN RAMON, CA

CONTRA COSTA

Location

SAN RAMON, CA

Headquartered in SAN RAMON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
12667 Alcosta Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth