American Wealth Administration Group LLC
American Wealth Administration Group LLC (CRD# 282683) is a financial advisory firm headquartered in Westbury, NY. They manage $45,606,333 in 349 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts349ACCOUNTS
Average Account Value$130,677
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
NJ, NY, VT
Jonathan Lifschutz (CRD# 1383898) is an Investment Advisor Representative working at American Wealth Administration Group LLC in Westbury, NY and has over 31 years of experience in the finance industry. Jonathan Lifschutz 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.
Kevin Hughes (CRD# 2751010) is an Investment Advisor Representative working at American Wealth Administration Group LLC in Westbury, NY and has over 20 years of experience in the finance industry.