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AMERICAN INVESTORS CO
SAN RAMON, CA
925-866-2882
SEC #801-57838Total AUM
$578.1M
Employees
30Clients
770Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12667 ALCOSTA BLVD., SUITE 160
SAN RAMON
CA 94583
United States
SAN RAMON
CA 94583
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
925-866-2882
Other Offices
12
Financials
Total AUM
$578.1M
Accounts
1,530Discretionary
$576.4M
Accounts
1,522Non-Discretionary
$1.7M
Accounts
8
Clients
Individual Clients
563AUM
$164.1M
HNW Individual Clients
192AUM
$384.3M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$22.5M
Charitable Organization Clients
1AUM
$2.2M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
7AUM
$4.7M
Other Clients
1AUM
$113.7K
Description of Other Clients
ASSOCIATIONS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILNVNYORTNTXVAWA
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.