AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

Jonathan Solomon Lifschutz

AMERICAN WEALTH ADMINISTRATION GROUP LLC·GLEN COVE, New York
Clean recordAMERICAN WEALTH ADMINISTRATION GROUP LLC
50 GLEN COVE ROAD, GLEN COVE, NY 11542CRD# 1383898Firm CRD# 282683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Solomon Lifschutz · GLEN COVE, NY
Registration
CRD #1383898 · AMERICAN WEALTH ADMINISTRATION GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Solomon Lifschutz is a registered financial advisor based in GLEN COVE, New York, affiliated with AMERICAN WEALTH ADMINISTRATION GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AMERICAN WEALTH ADMINISTRATION GROUP LLC
AMERICAN WEALTH ADMINISTRATION GROUP LLC
AUM
$45M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AMERICAN WEALTH ADMINISTRATION GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1383898
Firm CRD# 282683
View on FINRA BrokerCheck →

Looking for a financial advisor in GLEN COVE?

Browse all registered financial advisors in GLEN COVE, New York or claim this profile if it's yours.

Browse GLEN COVE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jonathan Solomon Lifschutz offer?
Jonathan Solomon Lifschutz specializes in Financial Planning, Investment Management. Contact their office in GLEN COVE, New York for a consultation.
What are Jonathan Solomon Lifschutz's credentials?
Jonathan Solomon Lifschutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Solomon Lifschutz located?
Jonathan Solomon Lifschutz is based in GLEN COVE, New York, working with AMERICAN WEALTH ADMINISTRATION GROUP LLC. Their office serves clients in the GLEN COVE metropolitan area and surrounding communities.
How does Jonathan Solomon Lifschutz charge for services?
Jonathan Solomon Lifschutz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN WEALTH ADMINISTRATION GROUP LLC?
AMERICAN WEALTH ADMINISTRATION GROUP LLC has approximately 3 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AMERICAN WEALTH ADMINISTRATION GROUP LLC

George Konstantinos Pappas
GLEN COVE, NY
Kevin John Hughes
GLEN COVE, NY
Timothy John Hughes
GLEN COVE, NY

More Advisors in GLEN COVE, New York

Vito Abbondandolo
ABBONDANDOLO WEALTH MANAGEMENT CORP·GLEN COVE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile