AMERICAN WEALTH ADMINISTRATION GROUP LLC

50 Glen Cove Road
Suite 101
Glen Cove, New York 11542
Tel: (516) 833-6800

About AMERICAN WEALTH ADMINISTRATION GROUP LLC

AMERICAN WEALTH ADMINISTRATION GROUP LLC, formally registered with the SEC as AMERICAN WEALTH ADMINISTRATION GROUP LLC. The firm was established in 02/10/2016. They have over 1 offices throughout the country.

AMERICAN WEALTH ADMINISTRATION GROUP LLC is a Glen Cove, New York based Financial Planning firm with nearly $45,453,365 assets under management, offering retirement planning & investment advisory services to 266 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282683
SEC#	801-107222
Assets Managed by Firm	$45,453,365
No. of Clients	266
No. of Advisors	3

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
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	266	$45,453,365
Individuals (other than high net worth individuals)	105	$8,500,000
High net worth individuals	54	$36,953,365

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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