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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 March 20, 2017
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 17K
      Accounts
    • $182.4K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

536

name start date
Douglas R. Conoway
September 2009
Patricia Flaherty Mcneilly
November 2005
Patrick Christian Mcgovern
January 2018
Thomas Joseph Lomanto
February 2002
Lawrence John Mieras
August 2002

    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
      Frank Anthony Tauches Chief Counsel For The Firm May, 2005 less than 5%
      Thomas Joseph Lomanto Chief Compliance Officer January, 2012 less than 5%
      Lon Terry Dolber Chairman January, 2015 less than 5%
      Gary Bruce Gordon President January, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions
        • Performance-Based Fees