AMERICAN DISCOVERY ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
287488
Registered since
September 26, 2018

Firm profile

FINTRX

Overview

American Discovery Advisors, LLC is an LLC that registered with the SEC in 2018 and is classified in the data as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the provided dataset. FINTRX does not list the firm's fee schedule, advisory activities, client segments, or specific business lines. Those omissions, together with the investment-bank classification, suggest the entity may operate in advisory or deal-originations roles rather than as a traditional asset manager with standard retail or institutional client accounts.

Assets & Accounts

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

1 of 1
  • BRIAN WEBBER

    CEOCRD 2390733

Contacts

3 of 23
  • MARVIN PADILLA

    PartnerCRD 3207266

  • BRUCE POMPAN

    PartnerCRD 2822228

  • AVISHKAR PADHYE

    PartnerCRD 4991305

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11150 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth