AMERICAN INVESTORS CO - Financial Advisor in California, San Ramon

Tel: 925-866-2882 12667 Alcosta Blvd., Suite 160 San Ramon, California 94583

About AMERICAN INVESTORS CO

AMERICAN INVESTORS CO is a San Ramon, California based financial advisory firm with nearly $616,901,590 in assets under management and provides investment advisory services for 1815 clients. There are currently 32 financial advisors at the firm.

General Information

Firm CRD#:

Firm SEC#:

801-57838

Assets Under Management:

$616,901,590

No. of Clients:

1815

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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110152

801-55273

1490

$1,739,370,943

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293644

801-112986

1962

$932,033,936

THE PACIFIC CENTER FOR FINANCIAL SERVICES

104557

801-55119

1644

$878,846,223

SUMMIT WEALTH AND RETIREMENT PARTNERS

285972

801-108910

917

$721,011,171

INSIGHT CAPITAL MANAGEMENT

314558

801-121420

780

$281,600,000

PROSPERITY FINANCIAL GROUP, INC.

145540

801-100511

1109

$261,720,996

NEW INSIGHT WEALTH ADVISORS

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331

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$235,120,000

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132

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801-123607

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SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

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