American Investors Co

American Investors Co (CRD# 38) is a financial advisory firm headquartered in San Ramon, CA. They manage $588,575,319 in 1,868 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    589
    MILLION
  • Total Number of Accounts
    1,868
    ACCOUNTS
  • Average Account Value
    $315,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, NV, NY, OR, TX, WA

Financial Advisors at American Investors Co
Showing 1 - 10 of 36 top financial advisors.
1
Gregory J. Albin
CRD#: 802526
Temecula, CA

Gregory Albin (CRD# 802526) is an Investment Advisor Representative working at American Investors Co in Temecula, CA and has over 26 years of experience in the finance industry.

2
Kent R. Alexander
CRD#: 5562573
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583

Kent Alexander (CRD# 5562573) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 13 years of experience in the finance industry.

3
Forrest R. Blair
CRD#: 2677843
13620 Lincoln Way, Suite 280, Auburn, CA 95603

Forrest Blair (CRD# 2677843) is an Investment Advisor Representative working at American Investors Co in Auburn, CA and has over 26 years of experience in the finance industry.

4
Richard A. Burke
CRD#: 1265895
Napa, CA

Richard Burke (CRD# 1265895) is an Investment Advisor Representative working at American Investors Co in Napa, CA and has over 32 years of experience in the finance industry. Richard Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Cheryl L. Charney
CRD#: 1346998
1300 Clay Street, #600, Oakland, CA 94612

Cheryl Charney (CRD# 1346998) is an Investment Advisor Representative working at American Investors Co in Oakland, CA and has 1 year of experience in the finance industry.

6
Jiyoung Chung
CRD#: 4803654
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583

Jiyoung Chung (CRD# 4803654) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 16 years of experience in the finance industry.

7
Nicholas C. Cochran
CRD#: 713570
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583

Nicholas Cochran (CRD# 713570) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 33 years of experience in the finance industry.

8
Roger K. Coit
CRD#: 50331
1655 N. Main Street, Ste. 270, Walnut Creek, CA 94596

Roger Coit (CRD# 50331) is an Investment Advisor Representative working at American Investors Co in Walnut Creek, CA and has over 36 years of experience in the finance industry.

9
Emmanuel S. Comes
CRD#: 2601437
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583

Emmanuel Comes (CRD# 2601437) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 22 years of experience in the finance industry.

10
David R. Derby
CRD#: 1851860
2909 Coffee Road, Suite 8, Modesto, CA 95355

David Derby (CRD# 1851860) is an Investment Advisor Representative working at American Investors Co in Modesto, CA and has over 21 years of experience in the finance industry. David Derby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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