A
CRD: 115796
American Market Advisors, Inc.
Shavano Park, TX, 78231
2106969400
$25.3M Total AUM
$25.3M Disc. AUM
-- 3Y CAGR
2 Employees
4 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-04-1990
- Office Locations
- 1
Office Locations
4126 Pond Hill RD STE 100 Shavano Park TX
About American Market Advisors, Inc.
American Market Advisors, Inc. is a Shavano Park-based RIA. The firm has been operating for 35 years. Managing $25.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
71 AVG AGE
$25.3M AVG AUM / ADVISOR
$6.3M AVG AUM / CLIENT
21.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Meridian foundation Prime pathway
Client Personas
Vertex
Investment Themes
Capital Optima
Investment Vehicles
Beacon momentum
Services
Signal crest Oak Horizon
Owner & Executives
P
PAUL MOSS ANDERSON
Financial Advisor, President
- CRD
- #2084232
- Ownership
- 75% or more
(586) 561-4627
frontier.element@fusioncapital.com
in linkedin.com/in/meridian-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
R
Ross W Johns
Director
- CRD
- #7067112
(529) 921-9230
foundation.frontier@matrixcapital.com
in linkedin.com/in/timber-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,323,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,323,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,323,000
Equity - Exchange:
50.2% Private Funds:
29.5% U.S. Government/Agency:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $560,059,387 | 50.2% |
| Private Funds | $329,118,564 | 29.5% |
| U.S. Government/Agency | $226,478,199 | 20.3% |
| Total | $1,115,656,150 | 100.0% |