AMERICAN INVESTORS CO

12667 Alcosta Blvd., Suite 160
San Ramon, California 94583
Tel: 925-866-2882

About AMERICAN INVESTORS CO

AMERICAN INVESTORS CO, formally registered with the SEC as AMERICAN INVESTORS CO. The firm was established in 08/22/2000. They have over 14 offices throughout the country.

AMERICAN INVESTORS CO is a San Ramon, California based Financial Planning firm with nearly $616,901,590 assets under management, offering retirement planning & investment advisory services to 1815 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	38
SEC#	801-57838
Assets Managed by Firm	$616,901,590
No. of Clients	1815
No. of Advisors	32

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1815	$616,901,590
Individuals (other than high net worth individuals)	668	$168,441,864
High net worth individuals	221	$420,159,827
Pension and profit sharing plans	Fewer than 5 clients	$21,969,625
Charitable organizations	5	$1,991,488
Corporations or other businesses	7	$4,229,978

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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