American Wealth Administration Group LLC

RIASEC RegisteredEst. 2016

Total AUM

$48.3M

Discretionary

$39.8M

82% of AUM

Avg account

$217K

Accounts

223

Employees

Advisory reps

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

FINTRX

Overview

American Wealth Administration Group LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm has been SEC-registered since 2016 and serves primarily individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting, alongside publishing periodic newsletters. The firm runs a mixed-fee model that includes percentage-of-AUM charges as well as hourly fees, fixed fees and the ability to earn commissions. It does not position itself as a capital allocator and is not identified as an active ESG investor. An accounting affiliation is listed among its industry relationships.