Investment adviser · CRD 293290
AMERICAN PARTNERS FINANCIAL SERVICES LLC
Investment adviser filing (IA)
EAST BRUNSWICK, NJ, United States · Form ADV filed Nov 25, 2018
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Individuals | Fewer than 5 | $0 | Not reported |
| High-net-worth individuals | Fewer than 5 | $0 | Not reported |
| Banks & thrifts | Fewer than 5 | $0 | Not reported |
| Retirement plans | Fewer than 5 | $0 | Not reported |
| Charities | Fewer than 5 | $0 | Not reported |
| Government entities | Fewer than 5 | $0 | Not reported |
| Other investment advisers | Fewer than 5 | $0 | Not reported |
| Insurance companies | Fewer than 5 | $0 | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | Not reported |
| Corporations & businesses | Fewer than 5 | $0 | Not reported |
| Other clients | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1252705 · Nov 25, 2018 · 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: Nov 25, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Hourly · Subscription · Fixed
Principal office
293 STATE RT. 18 SOUTH, SUITE D-166EAST BRUNSWICK, NJ, 08816, United States
CRD 293290
Filing source
Form ADV 1252705 · Nov 25, 2018 · 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.