Glen Cove, NY Glen Street Office
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American Wealth Administration Group LLC
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Firm-wide stats for American Wealth Administration Group LLC
About
The firm provides wealth management and discretionary portfolio management to individuals, high‑net‑worth clients, families, trusts, estates and small businesses, and also offers standalone financial planning and consulting engagements. It offers both standard asset‑management arrangements and a wrap‑fee option that bundles trading with advisory services and delivers ongoing portfolio oversight.
The investment approach centers on fundamental analysis with a long‑term strategic allocation paired with a tactical overlay; portfolios are built from an Approved Holdings List that the firm reviews monthly and the firm enforces a stated minimum cash allocation for client households. The firm explicitly forbids use of options, margin, crypto, penny stocks, SPACs and certain private or unlisted securities, and supplements portfolio guidance with periodic strategist reports and a firm newsletter.
Compared with many peers, the firm’s advisory personnel may also implement commissionable products and insurance in their separate capacities and may provide accounting and tax services outside the advisory firm, arrangements the brochure discloses as potential conflicts to be managed. The firm also highlights several operational features that distinguish it from peers, including its governance by member units, a formal Approved Holdings process, an explicit policy on fee treatment during account declines, and maintained cyber and professional liability coverage.
Expertise
Location
50 Glen Street, Suite 101
Glen Cove NY 11542
Advisors at this office
2
Advisors at this office
Jonathan L
CFP®, Series 63, Series 65
Glen Cove, NY
American Wealth Administration Group LLC
Jonathan Lifschutz is a CFP® with 40 years of industry experience. He is a principal at American Wealth Administration Group LLC, where he has worked since 2016, and also has a background with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in insurance sales related to investments. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a focus on capital preservation and utilizes a tactical overlay in portfolio construction, avoiding the use of options, margin, private equity, and cryptocurrencies.
Kevin H
Series 63
Glen Cove, NY
American Wealth Administration Group LLC
Kevin Hughes is a Series 63 licensed financial advisor with 29 years of industry experience. He has been with American Wealth Administration Group LLC since 2016 and briefly worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Hughes serves as a trustee for Butterfield Library/Westminster Institute and is a board member of the Westminster Development Review Board in Vermont. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a tactical overlay, emphasizing capital preservation and excluding options, margin, private equity, and cryptocurrency from its strategies.
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