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AMERICAN INVESTMENT PLANNERS LLC
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AMERICAN INVESTMENT PLANNERS LLC
(CRD# 155558)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Jericho, NY.
The SEC approved the firm to operate as an RIA in
Nov 2010.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$141.0 Million,
and has discretion over
71%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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AMERICAN INVESTMENT PLANNERS LLC
also reported in
Mar 2018:
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16
employees,
with
8
performing advisory functions.
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A total of 4 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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AMERICAN INVESTMENT PLANNERS LLC has no disclosure events reported to the SEC at this time.
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AMERICAN INVESTMENT PLANNERS LLC has Notice Filings with the following State Securities Authorities:
CT-Mar 2017, FL-Nov 2010, NJ-Apr 2017, NY-Nov 2010, TX-Jun 2012
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Disclaimer:
The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
provided erroneous data to the SEC. Feel Free to
contact FindingFraud.org with questions or concerns.
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