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American Portfolios logo — Privately Held Independent Broker/Dealer Servicing Investmen...

American Portfolios

Privately Held Independent Broker/Dealer Servicing Investment Professionals

Founded 2001 United States Holbrook, United States 218 employees Finance, Financial Services +1

General Information

Company Name American Portfolios
Founded Year 2001
Location United States Holbrook, United States
Employees 218
Industries Finance, Financial Services, Wealth Management
Social

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About American Portfolios

American Portfolios Financial Services, Inc. (APFS), now Osaic, is a privately held independent broker/dealer offering a comprehensive range of financial services. It was founded in 2001 and is headquartered in Holbrook, New York. The company provides personal financial and retirement planning, securities trading, mutual funds, investment research, long-term care planning, insurance products, and tax-free investing. Additionally, it offers fee-based asset management through its sister subsidiary, American Portfolios Advisors, Inc., an SEC Registered Investment Advisor. The entity collectively resides under the legal entity American Portfolios Holdings, Inc. (APH). American Portfolios has garnered numerous accolades from various industry publications and organizations, including multiple awards such as Broker-Dealer of the Year (Division III) from Investment Advisor magazine, ThinkAdvisor LUMINARIES awards, and top placements as one of the Best Companies to Work for in the state of New York. The company also supports independent investment professionals nationwide. Despite the lack of publicly disclosed information about its last investment or investors, American Portfolios has established itself as a reputable player in the finance, financial services, and wealth management industries, with a strong focus on serving investment professionals and offering a diverse range of financial products and services.

Taxonomy: broker/dealer, investment professionals, retirement planning, securities trading, mutual funds, investment research, long-term care planning, insurance products, SEC Registered Investment Advisor, financial planning, industry recognition, independent investment professionals, corporate citizenship

No funding data available for American Portfolios yet.

American Portfolios Alternatives & Competitors

American Portfolios vs
Diamond State Financial Group
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American Portfolios vs
AXIUS Financial
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American Portfolios vs
GLH&C Financial
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FAQ About American Portfolios

Privately Held Independent Broker/Dealer Servicing Investment Professionals
American Portfolios was founded in 2001.
American Portfolios is headquartered in Holbrook, United States.
American Portfolios operates in Finance, Financial Services and Wealth Management. Its work centres on broker/dealer, investment professionals, retirement planning and securities trading.
American Portfolios has approximately 218 employees.
Top alternatives and competitors to American Portfolios include Diamond State Financial Group, AXIUS Financial, GLH&C Financial, OneIndiana Financial Group, a General Agency with the companies of OneAmerica, Walsh & Associates. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
American Portfolios and Diamond State Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for American Portfolios, https://bouncewatch.com/company/american-portfolios, updated 31 December 2024. When citing, please name BounceWatch and link this page.

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