American Discovery Advisors, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
25
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 organized as a limited liability company and has been SEC-registered since 2018. The firm is classified in the available records as an investment bank and is owned by a combination of a domestic entity and an individual. Publicly reported attributes indicate it does not present itself as a capital allocator and is not identified as an active ESG investor, pension consultant, or related adviser. The firm is not flagged as a multi-state adviser. Disclosure around the firm’s specific advisory services, investment mandates, and target client segments is minimal in the supplied data. That absence of customary profile details (investment strategy, product offerings, client types) limits what can be said about how the firm positions itself in wealth management or institutional markets.

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

    Brian Webber

    CEOCRD 2390733

Contacts

3 of 24
  • John Joliet

    John Joliet

    Founding PartnerCRD 2769030

  • Frank Mcmahon

    Frank Mcmahon

    Founding PartnerCRD 1744316

  • Peter Shoemaker

    Peter Shoemaker

    PartnerCRD 1601030

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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