$137.9M Total AUM
$120.8M Disc. AUM
-- 3Y CAGR
2 Employees
176 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MeridianVector beacon
- Established Date
- 03-19-1999
- Office Locations
- 1
Office Locations
3330 University Avenue Madison WI
About American Investment Advisors INC
American Investment Advisors Inc is a Madison, WI RIA providing investment management and financial planning, including retirement plan management and college-savings (529) guidance. The firm builds diversified portfolios using ETFs and mutual funds and supports tax/estate and retirement planning for individuals and plan clients. Custodies primarily with Charles Schwab & Co.
Team overview
-- AVG AGE
$68.9M AVG AUM / ADVISOR
$783.4K AVG AUM / CLIENT
24.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
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Asset Classes
Delta zenith Alpha
Custodian
Insight prime Frontier
Investment Themes
Atlas vector Glacier Ember vertex Harbor ridge Signal insight
Investment Vehicles
Wave Insight
Platform
Summit
Services
Ridge capital Timber pathway Bridge Focus harbor Glacier Alpha Delta summit Glacier insight Legacy meridian
Technology
Matrix Vital
Owner & Executives
W
WILLIAM ARTHUR BULLOCK
Chief Compliance Officer, DIRECTOR, President, Secretary, TREASURER
- CRD
- #2820717
- Ownership
- 75% or more
(952) 567-3218
delta.catalyst@meridiancapital.com
in linkedin.com/in/catalyst-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,768,952 | $698,086 |
| Non-Discretionary | $17,108,295 | $5,702,765 |
| Total | $137,877,247 | $783,393 |
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Separately Managed Accounts
Total SMA Asset: $137,877,247
Equity - OTC:
29.7% Equity - Exchange:
33.6% Cash:
36.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,420,239,224 | 29.7% |
| Equity - Exchange | $2,738,048,415 | 33.6% |
| Cash | $2,990,665,977 | 36.7% |
| Total | $8,148,953,616 | 100.0% |