American Investment Planners LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

American Investment Planners LLC ✚
CRD #	155558
SEC #	801-71988
CIK #
AUM
Employees	17 (41% Investors, 59% Brokers)
Phone	516-932-5130
Address	500 North Broadway Jericho, NY 11753
Source	[IAPD] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	22	7.3
(b) Individuals (high net worth individuals)	10	27.1
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	32	34.4
By Discretionary
Discretionary	16	4.6
Non-Discretionary	16	29.8
Total	32	34.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		34.4
Total	32	34.4

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