First American Asset Advisory, LLC

Overview

First American Asset Advisory, LLC is a broker-dealer that also operates as a non-independent retail registered investment advisor. Organized as an LLC and SEC-registered in 2022, the firm is owned by an individual and bills clients on a percentage-of-AUM basis. Its advisory services emphasize portfolio management for individuals, small businesses and institutions, and the firm explicitly provides selection-of-other-advisers services, consistent with its designation as a capital allocator. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives