AMERICAN WEALTH ADMINISTRATION GROUP LLC
Adviser information for AMERICAN WEALTH ADMINISTRATION GROUP LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 155 | $34.0M |
| Non-Discretionary | 56 | $4.0M |
| Total | 211 | $38.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 55 | $8.5M |
| HNW Individuals | 34 | $29.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissions |
Identifiers
| SEC RIA File Number | 801-107222 |
|---|---|
| SEC ERA File Number | 801-107222 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282683 |
| Legal Entity Identifier | None |
Principal Office
50 GLEN COVE ROADSUITE 101
GLEN COVE
NY
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: (516) 833-6800, Fax: (516) 833-6969
Chief Compliance Officer
KEVIN J. HUGHES
CEO, CHAIRMAN
50 GLEN COVE ROAD
SUITE 101
GLEN COVE
NY
United States
Tel:
(516) 833-6800
Fax:
(516) 833-6969
K******@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUGHES, TIMOTHY, JOHN | Individual | – | MANAGING MEMBER AND CHIEF FINANCIAL OFFICER | 02/2016 | 25-50% |
| HUGHES, KEVIN, JOHN | Individual | – | MANAGING MEMBER/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER | 02/2016 | 25-50% |
| LIFSCHUTZ, JONATHAN, SOLOMON | Individual | – | MANAGING MEMBER AND PRESIDENT | 02/2016 | < 5% |
| LIFSCHUTZ, JONATHAN, SOLOMON | Individual | JSL WEALTH MANAGEMENT LLC | MANAGING MEMBER | 09/2014 | > 75% |