American Market Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,145,000
Clients
3
Advisors
2
of 2 employees
About
American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and a small number of institutional clients, including pension and charitable accounts. The firm does not serve non-high-net-worth retail clients and discloses an individual account minimum of $600,000.
The firm combines fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios and integrates risk management into each program. Strategies described in the brochure include diversification, the use of options, long/short techniques, and short selling, and clients complete a Confidential Information Document to establish goals and risk tolerances before implementation.
AMA is affiliated with an accounting practice and its president holds CPA and PFS credentials; the brochure says the firm’s accounting background is used to analyze financial and tax issues as part of investment decision-making. Compared with peers, AMA operates on a very small scale—reporting roughly $25.3 million in discretionary assets—yet offers trading techniques and the occasional use of outside paid advisers that are more commonly seen at larger or specialized firms.
Client services
Expertise
Fee options
$400.00 per hour for consulting services
Account minimum: $600,000 Minimum fee: $1,500 minimum annual management fee for new accounts with managed assets less than $1,000,000, plus 1.0% of managed assets
Main office
4126 Pond Hill Road, Ste. 100
Shavano Park TX 78231-1294
Advisors at this office
2
Most active in
Texas
Also doing business as
American Market Advisors, Inc. · Principal Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ross J
Shavano Park, TX
American Market Advisors, Inc.
Ross Johns is a financial advisor with American Market Advisors, Inc. in Shavano Park, TX, holding seven years of industry experience. He is also Vice-President and a stockholder at Anderson, Johns & Yao CPAs, P.C., a public accounting firm where he performs audit, taxation, and consulting services. American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and select institutional clients, utilizing fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios with integrated risk management. The firm combines its accounting expertise with investment strategies such as diversification, options, long/short techniques, and short selling.
Paul A
PFS™
Shavano Park, TX
American Market Advisors, Inc.
Paul Anderson is a financial advisor at American Market Advisors, Inc. with 35 years of industry experience. He holds the PFS™ designation and has worked at Anderson, Johns, Yao & Davis CPAs P.C. since 2000, where he serves as president of the public accounting firm. American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and select institutional clients. The firm utilizes a combination of fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios, integrating risk management and employing strategies such as options, long/short techniques, and short selling.
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