American Investors Co

Broker-DealerFINRA MemberEst. 2000

Total AUM

$631M

Discretionary

$629M

100% of AUM

Accounts

1,554

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: San Ramon, California
CRD number: 38
Registered since: August 22, 2000
Website: www.americaninvestorsco.com
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: HNWI68.84%
Individuals25.88%
Pension & Profit Sharing Plans4.01%
Corporations / Businesses0.78%
Charitable Organizations0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

American Investors Co. operates as a corporate independent broker-dealer with insurance brokerage capabilities and an advisory practice. The firm is owner-operated, SEC-registered since 2000, and describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers—indicating a manager-of-managers approach in some client relationships. Compensation mixes advisory fees (percentage of AUM, hourly and fixed fees) with transactional commissions. American Investors Co. does not identify as an active ESG investor and is not listed as a multi-state registered adviser.