American Investment Planners LLC
American Investment Planners LLC (CRD# 155558) is a financial advisory firm headquartered in Jericho, NY. They manage $34,382,018 in 32 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$1,074,438
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NJ, NY, TX
Financial Advisors at American Investment Planners LLC
No Advisor Found.
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