CRD: 139482
American Retirement & Investment Strategies, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2006
- Office Locations
- 1
Office Locations
About American Retirement & Investment Strategies, LLC
American Retirement & Investment Strategies, LLC is a fee-only RIA led by managing partners Joseph M. Grella and William E. D'Annibale. The firm delivers customized retirement and wealth planning and manages portfolios with a risk-focused, time-tested approach for individuals, retirees seeking income, business owners, and 401(k)/403(b) participants, primarily using ETFs and mutual funds. Custody is primarily via Fidelity/NFS.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM GUGLIELMO D'ANNIBALE
Chief Compliance Officer, Managing Member
- CRD
- #4576258
- Ownership
- 50% but less than 75%
JOSEPH MATTHEW GRELLA
Certified Financial Planner, Managing Member
- CRD
- #4560190
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,212,435 | -- |
| Non-Discretionary | $25,764,282 | -- |
| Total | $102,976,717 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,976,717
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,342,561,824 | 25.0% |
| Equity - Exchange | $724,983,385 | 13.5% |
| Cash | $2,013,842,735 | 37.5% |
| Derivatives | $832,388,331 | 15.5% |
| U.S. Government/Agency | $456,471,019 | 8.5% |
| Total | $5,370,247,294 | 100.0% |