American Dream

Overview

American Dream is an independently owned limited liability company operating as a registered investment adviser that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its billing arrangements include assets-under-management fees alongside hourly and fixed-fee engagements, allowing flexibility for different client needs. The adviser does not market itself as an ESG investor, is not organized as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm lists an industry affiliation with accounting professionals, which suggests a referral or coordination relationship with accountants in serving client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices