American Discovery Advisors, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 287488
- Registered since
- September 26, 2018
Firm profile
FINTRXOverview
American Discovery Advisors, LLC is a limited liability company that registered with the SEC in 2018 and is classified in the dataset as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The FINTRX record flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also marked as not operating across multiple states and not a newly formed adviser; pension consulting and related-adviser flags are negative as well. The firm has not supplied descriptive information about its core business lines, advisory services, fee schedules, or target client segments in the provided record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Brian Webber
CEOCRD 2390733
Contacts
3 of 24
John Joliet
Founding PartnerCRD 2769030

Frank Mcmahon
Founding PartnerCRD 1744316

Peter Shoemaker
PartnerCRD 1601030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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