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Building 2AMERICAN INVESTMENT PLANNERS LLC

Map pinJERICHO, NY
Phone516-932-5130
NotebookSEC #801-71988
Total AUM
$34.4M
Employees
17
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 NORTH BROADWAY
SUITE 260
JERICHO
NY 11753
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
516-932-5130
Other Offices
3

ReceiptFinancials

Total AUM
$34.4M
Accounts
32
Discretionary
$4.6M
Accounts
16
Non-Discretionary
$29.8M
Accounts
16

ContactClients

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Individual Clients
22
AUM
$7.3M
HNW Individual Clients
10
AUM
$27.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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