American Portfolios Email & Phone number of top level executives

American Portfolios

Financial Services

American Portfolios is a privately held investment firm based in the United States. It was founded in 2001 and has its headquarters in Holbrook, New York. The company provides a variety of financial services to customers, including investment advisory services, retirement planning, estate planning, and tax planning. American Portfolios specializes in asset allocation and works with clients to develop investment strategies that align with their financial goals. The company's mission is to help clients achieve their financial objectives through sound investment advice and personalized service. American Portfolios has over 900 independent advisors and manages over $11 billion in assets.