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 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

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

Unlock 21 more contacts

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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