American Discovery Advisors, LLC

Broker-DealerFINRA Member
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 is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm provided minimal public detail about its client mix, fee arrangements, or day-to-day advisory activities; the dataset does not include descriptions of its target clients or specific investment mandates. The profile also indicates several negative flags about scope: the firm is not identified as a multi-state adviser, is not newly formed, and is not listed as a related adviser to another registered manager. Those items, together with the lack of disclosed business activities, suggest a compact, low‑visibility operation rather than a traditional retail RIA serving a broad national client base.

Investments & Alternatives

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

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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