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American Portfolios Advisors, Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 2, 2020
    • $8.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 34K
      Accounts
    • $240.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

533

name start date
Patricia Flaherty Mcneilly
November 2005
Douglas R. Conoway
September 2009
Peter Thomas Lawrence
February 2019
James Perry Wolfe
February 2014
Robert Joseph Polk
January 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    American Portfolios Financial Services, Inc. Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Lon Terry Dolber Chairman January, 2015 less than 5%
      Gary Bruce Gordon President January, 2015 less than 5%
      Melissa Ann Dolbergrappone Vice President Of Marketing & Corporate Communications January, 2015 less than 5%
      Colin Michael Moors Cco January, 2018 less than 5%
      Craig Vollono Executive Vice President, Ap Holdings, Inc. And General Counsel August, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees