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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2016
- Office Locations
- 1
Office Locations
About American Advisors LLC
American Advisors LLC is an independent, fee-only RIA providing comprehensive financial planning and disciplined portfolio management for individuals and families, including retirement, education, tax and insurance planning. Portfolios are built around quantified risk tolerance (Riskalyze Risk Number) with ongoing rebalancing and tax-aware monitoring. Serves clients nationwide via virtual planning, with a local presence in SE Pennsylvania/New Jersey; custody via TD Ameritrade Institutional for AUM clients.
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Owner & Executives
KEITH THOMAS MCGOWAN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5144401
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,200,102 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,200,102 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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