American Investors Advisors Inc (New York)

American Investors Advisors Inc is an investment adviser to an investment company based in New York. It manages $309.55 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

American Investors Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

American Investors Advisors: assets under management

The assets under management (AUM) of American Investors Advisors Inc is $309.55 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $309.55 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $309.55 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Investors Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Joseph Morton Davis serves?

The only and largest group of clients of Joseph Morton Davis is investment companies with 1 clients and $309.55 thousand of assets under management. Among the 1 most similar advisory firms, American Investors Advisors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $309.55 thousand for 1 clients. None of the firm’s clients are foreign persons or businesses.

American Investors Advisors doesn't advise any private funds.

Careers at American Investors Advisors Inc

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Joseph Morton Davis has been acting as President since 1 Oct 1993. Michael Vincent Siciliano joined the executive team most recently as the Chief Compliance Officer/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Morton Davis	Chairman	1 Oct 1993	75% - 100%	62281
David Nachamie	Secretary/compliance officer	1 Jan 2001	Other	344382
Gilbert Jackson	Treasurer	1 Jan 2001	Other	2413206
Michael Vincent Siciliano	Chief compliance officer/treasurer	1 Feb 2014	Other	1043453

Based in New York

The principal office where American Investors Advisors Inc performs its advisory services is located at 44 Wall Street 2 Nd Floor, New York, NY 10005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-495-4500 or by fax 212-269-1438. The normal business hours are 9:00-5:00 on Monday - Friday.