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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Timber fusion
- Established Date
- 08-04-1972
- Office Locations
- 36
Office Locations
About American Investors Company
American Investors Company (AIC) is a privately owned San Francisco Bay Area broker-dealer and investment adviser serving retail and institutional clients with non-proprietary securities, brokerage, financial planning and asset management. In business since 1966, it focuses on investment and retirement planning, with portfolios commonly implemented via ETFs and mutual funds, often custodied at Schwab or Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LARRY CHAIYA LEE
Chairman Of The Board, Independent Director
- CRD
- --
- Ownership
- 50% but less than 75%
CLARENCE YEE
Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Investment Advisor, President, Secretary, TREASURER
- CRD
- #474356
- Ownership
- 25% but less than 50%
Pioneer pathway
Value signal unison
- CRD
- #57429
- Ownership
- 11.5%
Showing 2 of 3 owners & executives
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GREGORY JAMES ALBIN
Registered Representative
- CRD
- #802526
KENT ROBERT ALEXANDER
Financial Services Representative
- CRD
- #5562573
Glacier eagle
Timber timber
- CRD
- #84891
Showing 2 of 52 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $576,373,248 | $378,695 |
| Non-Discretionary | $1,689,142 | $211,143 |
| Total | $578,062,390 | $377,819 |
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Separately Managed Accounts
Total SMA Asset: $578,062,390
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $739,031,192 | 19.0% |
| Public Funds | $509,542,559 | 13.1% |
| Cash | $1,116,326,064 | 28.7% |
| U.S. Government/Agency | $1,201,898,097 | 30.9% |
| Other | $322,839,941 | 8.3% |
| Total | $3,889,637,853 | 100.0% |