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AMERICAN PORTFOLIOS ADVISORS, INC
HOLBROOK, NY
631-439-4600 X156
SEC #801-61065Total AUM
$13.1B
Employees
700Clients
35,138Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4250 VETERAN'S MEMORIAL HIGHWAY
4TH. FLOOR, SUITE 420E
HOLBROOK
NY 11741
United States
4TH. FLOOR, SUITE 420E
HOLBROOK
NY 11741
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
631-439-4600 X156
Other Offices
312
Financials
Total AUM
$13.1B
Accounts
54,553Discretionary
$9.5B
Accounts
41,244Non-Discretionary
$3.6B
Accounts
13,309
Clients
Individual Clients
25,477AUM
$5.1B
HNW Individual Clients
9,053AUM
$7.1B
Pension/Profit Sharing Plan Clients
275AUM
$263.7M
Charitable Organization Clients
104AUM
$403.7M
Corporation or Business Clients
229AUM
$245.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.