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Building 2AMERICAN INVESTMENT ADVISORS INC

Map pinMADISON, WI
Phone608-238-3500
NotebookSEC #801-130760
Total AUM
$137.9M
Employees
2
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3330 UNIVERSITY AVE STE 120
MADISON
WI 53705-2167
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
608-238-3500

ReceiptFinancials

Total AUM
$137.9M
Accounts
176
Discretionary
$120.8M
Accounts
173
Non-Discretionary
$17.1M
Accounts
3

ContactClients

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Individual Clients
134
AUM
$25.8M
HNW Individual Clients
33
AUM
$90.3M
Pension/Profit Sharing Plan Clients
6
AUM
$20.4M
Charitable Organization Clients
2
AUM
$1.3M
Corporation or Business Clients
1
AUM
$73.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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