American Retirement & Investment Strategies, LLC
American Retirement & Investment Strategies, LLC (CRD# 139482) is a financial advisory firm headquartered in , . They manage $78,985,806 in 506 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
American Retirement & Investment Strategies, LLC
By the Numbers
-
Total Assets Under Management79MILLION
-
Total Number of Accounts506ACCOUNTS
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Average Account Value$156,098
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, RI
Financial Advisors at American Retirement & Investment Strategies, LLC
1
William Guglielmo D'annibale (CRD# 4576258) is an Investment Advisor Representative working at American Retirement & Investment Strategies, LLC in Gloucester, MA and has over 21 years of experience in the finance industry.
2
Joseph Grella (CRD# 4560190) is an Investment Advisor Representative working at American Retirement & Investment Strategies, LLC in Gloucester, MA and has over 21 years of experience in the finance industry.
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