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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $130,677
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

NJ, NY, VT

Financial Advisors at American Wealth Administration Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan S. Lifschutz
CRD#: 1383898
950 Jericho Turnpike, Westbury, NY 11590
96
Wealthminder
score

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.

2
Kevin J. Hughes
CRD#: 2751010
950 Jericho Turnpike, Westbury, NY 11590
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.