American Investors Co

American Investors Co (CRD# 38) is a financial advisory firm headquartered in San Ramon, CA. They manage $340,590,163 in 1,988 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    341
    MILLION
  • Total Number of Accounts
    1,988
    ACCOUNTS
  • Average Account Value
    $171,323
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, FL, MD, NV, NY, OR, TX, WA

Financial Advisors at American Investors Co
Showing 1 - 10 of 42 top financial advisors.
1
Robert A. Brusati
CRD#: 1847856
68 Mitchell Blvd., #200, San Rafael, CA 94903
96
Wealthminder
score

Robert Brusati (CRD# 1847856) is an Investment Advisor Representative working at American Investors Co in San Rafael, CA and has over 28 years of experience in the finance industry. Robert Brusati 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.

2
Richard A. Burke
CRD#: 1265895
151 Callan Ave. #203, San Leandro, CA 94577
96
Wealthminder
score

Richard Burke (CRD# 1265895) is an Investment Advisor Representative working at American Investors Co in San Leandro, CA and has over 26 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.

3
David R. Derby
CRD#: 1851860
2909 Coffee Road, Suite 8, Modesto, CA 95355
96
Wealthminder
score

David Derby (CRD# 1851860) is an Investment Advisor Representative working at American Investors Co in Modesto, CA and has over 16 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.

4
Jane A. Friedrich
CRD#: 1921200
Mountain View, CA
96
Wealthminder
score

Jane Friedrich (CRD# 1921200) is an Investment Advisor Representative working at American Investors Co in Mountain View, CA and has over 27 years of experience in the finance industry. Jane Friedrich 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
Robert A. Gemmer
CRD#: 858158
115 Foss Creek Circle, Healdsburg, CA 95448
96
Wealthminder
score

Robert Gemmer (CRD# 858158) is an Investment Advisor Representative working at American Investors Co in Healdsburg, CA and has over 17 years of experience in the finance industry. Robert Gemmer 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.

6
Robert W. Harrell
CRD#: 237581
615 Menlo Avenue, Menlo Park, CA 94025
96
Wealthminder
score

Robert Harrell (CRD# 237581) is an Investment Advisor Representative working at American Investors Co in Menlo Park, CA and has over 20 years of experience in the finance industry. Robert Harrell 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.

7
Albert J. Houston
CRD#: 1379223
225 Cannery Row, Suite G, Monterey, CA 93940
96
Wealthminder
score

Albert Houston (CRD# 1379223) is an Investment Advisor Representative working at American Investors Co in Monterey, CA and has over 23 years of experience in the finance industry. Albert Houston 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.

8
John I. Kessler
CRD#: 1771455
45 E. Julian Street, San Jose, CA 95112
96
Wealthminder
score

John Kessler (CRD# 1771455) is an Investment Advisor Representative working at American Investors Co in San Jose, CA and has over 21 years of experience in the finance industry. John Kessler 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.

9
Norman D. Loofbourrow
CRD#: 1310725
2410 Camino Ramon #185, San Ramon, CA 94583
96
Wealthminder
score

Norman Loofbourrow (CRD# 1310725) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 28 years of experience in the finance industry. Norman Loofbourrow 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.

10
Michael L. Markey
CRD#: 320042
1655 N. Main Street, Ste. 270, Walnut Creek, CA 94596
96
Wealthminder
score

Michael Markey (CRD# 320042) is an Investment Advisor Representative working at American Investors Co in Walnut Creek, CA and has over 20 years of experience in the finance industry. Michael Markey 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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