American Alternative Capital, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
309956
Registered since
September 8, 2021

Firm profile

FINTRX

Overview

American Alternative Capital, LLC is organized as a limited liability company and is SEC-registered with an initial registration date in 2021. Ownership is listed as a mix of a domestic entity and an individual. The firm is categorized as "unclassified" in the source data. Operational descriptors provided indicate the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. The dataset did not include details on fee schedules, advisory lines of business, client segments, or specific investment mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Lori Deluna

    Lori Deluna

    Chief Compliance OfficerCRD 5087442

  • Jason Kavanaugh

    Jason Kavanaugh

    Founder and CEOCRD 2693303

  • Sam Irvani

    Sam Irvani

    Chief Investment Officer & PartnerCRD 4298335

Contacts

3 of 12
  • Michael Scherer

    Registered RepresentativeCRD 2802395

  • Sean Forge

    Sean Forge

    Director of OperationsCRD 2826077

  • Steven Henriksen

    Steven Henriksen

    Supervisory PrincipalCRD 2554818

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ann Arbor, MI

Washtenaw

Location

Ann Arbor, MI

Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Washtenaw
Address
3909 Research Park Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth