Investment adviser · CRD 112697
AMERICAN PORTFOLIOS ADVISORS, INC
Investment adviser filing (IA)
AMERICAN PORTFOLIOS ADVISORS. INC
HOLBROOK, NY, United States · Form ADV filed Aug 1, 2024
- Regulatory AUM
- $13.1B Form ADV · Item 5.F
- Client accounts
- 54,553 Accounts, not individual clients
- Employees
- 700 Reported in this filing
- Advisory professionals
- 600 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 9,053 | $7,115,650,493 | 54.4% |
| Individuals | 25,477 | $5,054,879,424 | 38.6% |
| Charities | 104 | $403,731,605 | 3.1% |
| Retirement plans | 275 | $263,703,290 | 2.0% |
| Corporations & businesses | 229 | $245,671,389 | 1.9% |
Filing source
Form ADV 1892981 · Aug 1, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 1, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4250 VETERAN'S MEMORIAL HIGHWAY, 4TH. FLOOR, SUITE 420EHOLBROOK, NY, 11741, United States
CRD 112697
Filing source
Form ADV 1892981 · Aug 1, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.