AMERICAN WEALTH ADMINISTRATION GROUP LLC

RIASEC RegisteredEst. 2016
Total AUM
$48.3M
Discretionary
$39.8M
82% of AUM
Avg account
$217K
Accounts
223
Employees
3
Advisory reps
3

Firm details

Headquarters
Glen Cove, New York
CRD number
282683
Registered since
February 10, 2016
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI82.42%
  • Individuals17.58%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

American Wealth Administration Group LLC is an independent, SEC-registered RIA that began registration in 2016 and is organized as an LLC with individual ownership. The firm serves individuals and families and provides fee-based financial advice across several billing models, including asset-based fees, hourly charges, fixed fees and commissions. Its advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services and the publication of newsletters or periodicals. The firm does not position itself as an ESG-focused investor and is not identified as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Investment Grade Corp Bonds 30%, Cash & Cash Equivalents 30%, Non-Exchange Traded Equities 22%, Non-Investment Grade Corp Bonds 10%, State & Local Bonds 8%30%
  • Investment Grade Corp Bonds30%
  • Cash & Cash Equivalents30%
  • Non-Exchange Traded Equities22%
  • Non-Investment Grade Corp Bonds10%
  • State & Local Bonds8%

Owners & executives

1 of 1
  • TIMOTHY HUGHES

    General Counsel & Chief Compliance OfficerCRD 6316019

Contacts

2 of 2
  • JONATHAN LIFSCHUTZ

    PresidentCRD 1383898

  • KEVIN HUGHES

    Investment Advisor RepresentativeCRD 2751010

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

Glen Cove, NY

NASSAU

Location

Glen Cove, NY

Headquartered in Glen Cove, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
50 Glen Cove Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth