American Investment Management Group LLC

RIASEC Registered
Total AUM
$3.5K
Discretionary
$3.5K
100% of AUM
Avg account
$1.8K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284128
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

American Investment Management Group LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works with individual and family clients and describes itself as a capital allocator that provides financial planning, selects outside managers for clients, and runs educational seminars and workshops. Its fee arrangements include percentage-of-assets, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor, is not multi-state registered, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 12%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents12%

Contacts

1 of 1
  • Alibek Tupushev

    Investment Advisor RepresentativeCRD 6656486

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth