← Back to searchVisit website
AMERICAN INVESTORS CO
L.S.Y., INC
CRD 38 · SEC 801-57838
12667 ALCOSTA BLVD., SUITE 160, SAN RAMON, CA, 94583, United States
Phone
925-866-2882
Fax
925-866-8989
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$578.1M
Discretionary AUM
$576.4M
Team
30 total employees; 30 advisory reps; 16 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2025-06-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 563 | $164.1M |
| High net worth individuals | 192 | $384.3M |
| Corporations/business entities | 7 | $4.7M |
States served
AZ, CA, CO, IL, NV, NY, OR, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD