A complete list of active advisors currently associated with American Advisors LLC

Warmer can help you find a great advisor at American Advisors LLC or one who fits your needs even better.

American Advisors LLC provides discretionary and non‑discretionary portfolio management, financial planning, and pension consulting to individuals and high‑net‑worth individuals, and to pension or other employee benefit plans. The firm documents each client’s goals and constraints in an Investment Policy Statement and reports that it manages approximately $7.2 million in client assets. AAL’s investment process draws on multiple methods of analysis — including charting, cyclical, fundamental, quantitative and technical approaches — and it primarily recommends ETFs for a majority of clients. The firm may implement long‑ and short‑term trading and explicitly uses margin, short sales and options strategies (including covered, uncovered and spread strategies), while documenting risk tolerances and seeking equitable allocation of opportunities among clients. Distinctive features noted in the brochure include the firm’s pension consulting work for employee benefit plans and its stated willingness to use derivatives and options within separately managed accounts, accompanied by detailed risk disclosures. AAL also describes access to institutional custody services and custodian‑sponsored educational events through its relationship with Charles Schwab, which it may use to support client education and operational needs.

To learn more about the advisors currently working at American Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.