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Building 2AMERICAN WEALTH ADMINISTRATION GROUP LLC

Map pinGLEN COVE, NY
Phone(516) 833-6800
NotebookSEC #801-107222
Total AUM
$48.3M
Employees
3
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 GLEN COVE ROAD
SUITE 101
GLEN COVE
NY 11542
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(516) 833-6800

ReceiptFinancials

Total AUM
$48.3M
Accounts
223
Discretionary
$39.8M
Accounts
167
Non-Discretionary
$8.5M
Accounts
56

ContactClients

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Individual Clients
109
AUM
$8.5M
HNW Individual Clients
58
AUM
$39.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGALANHNJNVNYVTWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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