AMERICAN WEALTH ADMINISTRATION GROUP LLC
Firm details
- Headquarters
- Glen Cove, New York
- CRD number
- 282683
- Registered since
- February 10, 2016
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI82.42%
- Individuals17.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
American Wealth Administration Group LLC is an independent, SEC-registered RIA that began registration in 2016 and is organized as an LLC with individual ownership. The firm serves individuals and families and provides fee-based financial advice across several billing models, including asset-based fees, hourly charges, fixed fees and commissions. Its advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services and the publication of newsletters or periodicals. The firm does not position itself as an ESG-focused investor and is not identified as a multi-state adviser or a capital allocator.
Assets & Accounts
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
- Investment Grade Corp Bonds30%
- Cash & Cash Equivalents30%
- Non-Exchange Traded Equities22%
- Non-Investment Grade Corp Bonds10%
- State & Local Bonds8%
Owners & executives
1 of 1TIMOTHY HUGHES
General Counsel & Chief Compliance OfficerCRD 6316019
Contacts
2 of 2JONATHAN LIFSCHUTZ
PresidentCRD 1383898
KEVIN HUGHES
Investment Advisor RepresentativeCRD 2751010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glen Cove, NY
NASSAU
Location
Glen Cove, NY
Headquartered in Glen Cove, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 50 Glen Cove Ave
- Time zone
- ET (UTC-5)
- Office locations
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