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American Wealth Administration Group LLC

● SEC registered since 2016CRD 282683SEC# 801-107222Glen Cove, NY
Export (members)
Reg. AUM
$46.7M
Employees
3
Accounts
218
Location
Glen Cove, NY

American Wealth Administration Group LLC assets under management

American Wealth Administration Group LLC is a registered investment adviser overseen by the SEC based in Glen Cove, NY. The firm has been registered since 2016. It reports $46.7 million in regulatory assets under management and employs 3 people.

American Wealth Administration Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Jonathan Solomon Lifschutz ControlManaging Member And PresidentUnder 5%2016
Kevin John Hughes ControlManaging Member/Ceo/Chairman/Chief Compliance Officer25-50%2016
Timothy John Hughes ControlManaging Member And Chief Financial Officer25-50%2016
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Frequently asked questions

How much does American Wealth Administration Group LLC manage?

American Wealth Administration Group LLC reports $46.7 million in regulatory assets under management on its Form ADV.

How many employees does American Wealth Administration Group LLC have?

American Wealth Administration Group LLC reports 3 employees.

Where is American Wealth Administration Group LLC located?

American Wealth Administration Group LLC is based in Glen Cove, NY and has been SEC-registered since 2016.

Does American Wealth Administration Group LLC disclose fund performance?

American Wealth Administration Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Glen Cove Road, Suite 101, Glen Cove, NY 11542
Phone(516) 833-6800
Fax(516) 833-6969
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$38.2M
Non-discretionary$8.5M
Total (RAUM)$46.7M