AMERICAN INVESTMENT PLANNERS LLC

JERICHO, New York·2 registered advisors·CRD# 155558
SEC# 801-719883516-932-5130
01

Firm Overview

AUM
$34M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AMERICAN INVESTMENT PLANNERS LLC

2 registered advisors
John Charles Labbate
JERICHO, New York
Lee Evan Rosenberg
JERICHO, New York
05

Office Locations

JERICHO, New York
2 advisors

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Data sourced from SEC Form ADV filings. AMERICAN INVESTMENT PLANNERS LLC (CRD# 155558) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.