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AMERICAN INVESTMENT ADVISORS INC
CRD 104579 · SEC 801-130760
3330 UNIVERSITY AVE STE 120, MADISON, WI, 53705-2167, United States
Phone
608-238-3500
Fax
608-238-9050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.9M
Discretionary AUM
$120.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $25.8M |
| High net worth individuals | 33 | $90.3M |
| Pension/profit sharing plans | 6 | $20.4M |
| Charitable organizations | 2 | $1.3M |
| Corporations/business entities | 1 | $74K |
All web addresses on file
Official SEC filing: View on IAPD