AMERICAN PORTFOLIOS ADVISORS. INC
Legal name: AMERICAN PORTFOLIOS ADVISORS, INC
CRD #112697 SEC #801-61065 HOLBROOK, NY 631-439-4600 X156
SEC Registered Disclosures
Total AUM
$13.1B
Discretionary
$9.5B
Employees
700
Clients
51
Accounts
54,553
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $13.1B | $9.5B | $3.6B | 700 | 100 |
| Jul 2024 | $13.1B | $9.5B | $3.6B | 700 | 100 |
| May 2024 | $13.1B | $9.5B | $3.6B | 700 | 100 |
| Mar 2024 | $13.1B | $9.5B | $3.6B | 700 | 100 |
| Mar 2024 | $13.1B | $9.5B | $3.6B | 700 | 100 |
| Mar 2024 | $13.1B | $9.5B | $3.6B | 700 | 100 |
| Mar 2024 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Feb 2024 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Jan 2024 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Dec 2023 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Oct 2023 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Jul 2023 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Jul 2023 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Mar 2023 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Mar 2023 | $8.4B | $6.1B | $2.3B | 610 | 5,700 |
| Dec 2022 | $10.2B | $7.2B | $3B | 620 | 5,700 |
| Dec 2022 | $10.2B | $7.2B | $3B | 620 | 5,700 |
| Apr 2022 | $10.2B | $7.2B | $3B | 620 | 5,700 |
| Apr 2022 | $10.2B | $7.2B | $3B | 620 | 5,700 |
| Mar 2022 | $10.2B | $7.2B | $3B | 620 | 5,700 |
| Sep 2021 | $10.5B | $6B | $4.4B | 55 | 200 |
| Aug 2021 | $10.5B | $6B | $4.4B | 55 | 200 |
| Mar 2021 | $10.5B | $6B | $4.4B | 55 | 200 |
| Jun 2020 | $8.2B | $5.5B | $2.7B | 55 | 60 |
| Mar 2020 | $8.2B | $5.5B | $2.7B | 55 | 60 |
| Mar 2019 | $6.5B | $3.6B | $2.8B | 55 | 60 |
| Dec 2018 | $6.2B | $3.5B | $2.7B | 55 | 60 |
| Nov 2018 | $6.2B | $3.5B | $2.7B | 55 | 60 |
| Apr 2018 | $6.2B | $3.5B | $2.7B | 55 | 60 |
| Mar 2018 | $6.2B | $3.5B | $2.7B | 55 | 60 |
| Aug 2017 | $3.2B | $1.6B | $1.6B | 418 | 10,925 |
| Jun 2017 | $3.2B | $1.6B | $1.6B | 418 | 10,925 |
| Mar 2017 | $3.2B | $1.6B | $1.6B | 418 | 10,925 |
| Dec 2016 | $2.9B | $1.5B | $1.4B | 418 | 10,925 |
| Dec 2016 | $2.9B | $1.5B | $1.4B | 418 | 10,925 |
| Oct 2016 | $2.9B | $1.5B | $1.4B | 418 | 10,925 |
| Oct 2016 | $2.9B | $1.5B | $1.4B | 418 | 10,925 |
| Jul 2016 | $2.9B | $1.5B | $1.4B | 418 | 10,925 |
| May 2016 | $2.6B | $2.2B | $393M | 418 | 10,925 |
| Mar 2016 | $2.6B | $2.2B | $393M | 418 | 10,925 |
| Nov 2015 | $2.5B | $1.9B | $630.8M | 396 | 12,500 |
| Sep 2015 | $2.5B | $1.9B | $630.8M | 396 | 12,500 |
| Mar 2015 | $2.5B | $1.9B | $630.8M | 396 | 12,500 |
| Mar 2015 | $2.4B | $2.1B | $320.8M | 383 | 12,500 |
| Feb 2015 | $2.4B | $2.1B | $320.8M | 383 | 12,500 |
| Dec 2014 | $2.4B | $2.1B | $320.8M | 383 | 12,500 |
| Jul 2014 | $2.4B | $2.1B | $320.8M | 383 | 12,500 |
| Mar 2014 | $2.4B | $2.1B | $320.8M | 383 | 12,500 |
| Mar 2014 | $1.9B | $1.5B | $486.8M | 389 | 12,500 |
| Feb 2014 | $1.9B | $1.5B | $486.8M | 389 | 12,500 |
| Jul 2013 | $1.9B | $1.5B | $486.8M | 389 | 12,500 |
| Apr 2013 | $1.9B | $1.5B | $486.8M | 6 | 11,000 |
| Mar 2013 | $1.9B | $1.5B | $486.8M | 6 | 11,000 |
| Aug 2012 | $1.8B | $1.1B | $730M | 6 | 11,000 |
| Mar 2012 | $1.8B | $1.1B | $730M | 6 | 11,000 |
| Apr 2011 | $1.5B | $1.1B | $378.7M | 10 | -- |
| Mar 2011 | $1.5B | $1.1B | $378.7M | 10 | -- |
| Sep 2010 | $1.2B | $707.7M | $495M | 5 | -- |
| Mar 2010 | $1.2B | $707.7M | $495M | 5 | -- |
| Jan 2008 | $625.5M | $425.3M | $200.2M | 5 | -- |
| Nov 2007 | $625.5M | $425.3M | $200.2M | 5 | -- |
| Mar 2007 | $625.5M | $425.3M | $200.2M | 5 | -- |
| Mar 2007 | $545M | $109M | $436M | 5 | -- |
| Feb 2007 | $545M | $109M | $436M | 5 | -- |
| Mar 2006 | $545M | $109M | $436M | 5 | -- |
| Mar 2006 | $545M | $109M | $436M | 5 | -- |
| Feb 2006 | $425M | $255M | $170M | 5 | -- |
| Jan 2006 | $425M | $255M | $170M | 5 | -- |
| Dec 2005 | $425M | $255M | $170M | 5 | -- |
| Nov 2005 | $425M | $255M | $170M | 5 | -- |
| Oct 2005 | $425M | $255M | $170M | 5 | -- |
| Aug 2004 | $253.9M | $71.9M | $182M | 5 | -- |
| Mar 2004 | $253.9M | $71.9M | $182M | 5 | -- |
| Dec 2003 | $41.3M | $0 | $41.3M | 5 | -- |
| Nov 2003 | $41.3M | $0 | $41.3M | 5 | -- |
| Oct 2003 | $41.3M | $0 | $41.3M | 5 | -- |
| Oct 2003 | $41.3M | $0 | $41.3M | 5 | -- |
| Apr 2002 | $33.3M | $0 | $33.3M | 5 | -- |
| Apr 2002 | $33.3M | $0 | $33.3M | 5 | -- |
| Apr 2002 | $33.3M | $0 | $33.3M | 5 | -- |
| Apr 2002 | $33.3M | $0 | $33.3M | 5 | -- |
DateAug 2024
Total AUM$13.1B
Discretionary$9.5B
Non-Disc.$3.6B
Employees700
Clients100
DateJul 2024
Total AUM$13.1B
Discretionary$9.5B
Non-Disc.$3.6B
Employees700
Clients100
DateMay 2024
Total AUM$13.1B
Discretionary$9.5B
Non-Disc.$3.6B
Employees700
Clients100
DateMar 2024
Total AUM$13.1B
Discretionary$9.5B
Non-Disc.$3.6B
Employees700
Clients100
DateMar 2024
Total AUM$13.1B
Discretionary$9.5B
Non-Disc.$3.6B
Employees700
Clients100
DateMar 2024
Total AUM$13.1B
Discretionary$9.5B
Non-Disc.$3.6B
Employees700
Clients100
DateMar 2024
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateFeb 2024
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateJan 2024
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateDec 2023
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateOct 2023
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateJul 2023
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateJul 2023
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateMar 2023
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateMar 2023
Total AUM$8.4B
Discretionary$6.1B
Non-Disc.$2.3B
Employees610
Clients5,700
DateDec 2022
Total AUM$10.2B
Discretionary$7.2B
Non-Disc.$3B
Employees620
Clients5,700
DateDec 2022
Total AUM$10.2B
Discretionary$7.2B
Non-Disc.$3B
Employees620
Clients5,700
DateApr 2022
Total AUM$10.2B
Discretionary$7.2B
Non-Disc.$3B
Employees620
Clients5,700
DateApr 2022
Total AUM$10.2B
Discretionary$7.2B
Non-Disc.$3B
Employees620
Clients5,700
DateMar 2022
Total AUM$10.2B
Discretionary$7.2B
Non-Disc.$3B
Employees620
Clients5,700
DateSep 2021
Total AUM$10.5B
Discretionary$6B
Non-Disc.$4.4B
Employees55
Clients200
DateAug 2021
Total AUM$10.5B
Discretionary$6B
Non-Disc.$4.4B
Employees55
Clients200
DateMar 2021
Total AUM$10.5B
Discretionary$6B
Non-Disc.$4.4B
Employees55
Clients200
DateJun 2020
Total AUM$8.2B
Discretionary$5.5B
Non-Disc.$2.7B
Employees55
Clients60
DateMar 2020
Total AUM$8.2B
Discretionary$5.5B
Non-Disc.$2.7B
Employees55
Clients60
DateMar 2019
Total AUM$6.5B
Discretionary$3.6B
Non-Disc.$2.8B
Employees55
Clients60
DateDec 2018
Total AUM$6.2B
Discretionary$3.5B
Non-Disc.$2.7B
Employees55
Clients60
DateNov 2018
Total AUM$6.2B
Discretionary$3.5B
Non-Disc.$2.7B
Employees55
Clients60
DateApr 2018
Total AUM$6.2B
Discretionary$3.5B
Non-Disc.$2.7B
Employees55
Clients60
DateMar 2018
Total AUM$6.2B
Discretionary$3.5B
Non-Disc.$2.7B
Employees55
Clients60
DateAug 2017
Total AUM$3.2B
Discretionary$1.6B
Non-Disc.$1.6B
Employees418
Clients10,925
DateJun 2017
Total AUM$3.2B
Discretionary$1.6B
Non-Disc.$1.6B
Employees418
Clients10,925
DateMar 2017
Total AUM$3.2B
Discretionary$1.6B
Non-Disc.$1.6B
Employees418
Clients10,925
DateDec 2016
Total AUM$2.9B
Discretionary$1.5B
Non-Disc.$1.4B
Employees418
Clients10,925
DateDec 2016
Total AUM$2.9B
Discretionary$1.5B
Non-Disc.$1.4B
Employees418
Clients10,925
DateOct 2016
Total AUM$2.9B
Discretionary$1.5B
Non-Disc.$1.4B
Employees418
Clients10,925
DateOct 2016
Total AUM$2.9B
Discretionary$1.5B
Non-Disc.$1.4B
Employees418
Clients10,925
DateJul 2016
Total AUM$2.9B
Discretionary$1.5B
Non-Disc.$1.4B
Employees418
Clients10,925
DateMay 2016
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$393M
Employees418
Clients10,925
DateMar 2016
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$393M
Employees418
Clients10,925
DateNov 2015
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$630.8M
Employees396
Clients12,500
DateSep 2015
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$630.8M
Employees396
Clients12,500
DateMar 2015
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$630.8M
Employees396
Clients12,500
DateMar 2015
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$320.8M
Employees383
Clients12,500
DateFeb 2015
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$320.8M
Employees383
Clients12,500
DateDec 2014
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$320.8M
Employees383
Clients12,500
DateJul 2014
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$320.8M
Employees383
Clients12,500
DateMar 2014
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$320.8M
Employees383
Clients12,500
DateMar 2014
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$486.8M
Employees389
Clients12,500
DateFeb 2014
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$486.8M
Employees389
Clients12,500
DateJul 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$486.8M
Employees389
Clients12,500
DateApr 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$486.8M
Employees6
Clients11,000
DateMar 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$486.8M
Employees6
Clients11,000
DateAug 2012
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$730M
Employees6
Clients11,000
DateMar 2012
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$730M
Employees6
Clients11,000
DateApr 2011
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$378.7M
Employees10
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$378.7M
Employees10
Clients--
DateSep 2010
Total AUM$1.2B
Discretionary$707.7M
Non-Disc.$495M
Employees5
Clients--
DateMar 2010
Total AUM$1.2B
Discretionary$707.7M
Non-Disc.$495M
Employees5
Clients--
DateJan 2008
Total AUM$625.5M
Discretionary$425.3M
Non-Disc.$200.2M
Employees5
Clients--
DateNov 2007
Total AUM$625.5M
Discretionary$425.3M
Non-Disc.$200.2M
Employees5
Clients--
DateMar 2007
Total AUM$625.5M
Discretionary$425.3M
Non-Disc.$200.2M
Employees5
Clients--
DateMar 2007
Total AUM$545M
Discretionary$109M
Non-Disc.$436M
Employees5
Clients--
DateFeb 2007
Total AUM$545M
Discretionary$109M
Non-Disc.$436M
Employees5
Clients--
DateMar 2006
Total AUM$545M
Discretionary$109M
Non-Disc.$436M
Employees5
Clients--
DateMar 2006
Total AUM$545M
Discretionary$109M
Non-Disc.$436M
Employees5
Clients--
DateFeb 2006
Total AUM$425M
Discretionary$255M
Non-Disc.$170M
Employees5
Clients--
DateJan 2006
Total AUM$425M
Discretionary$255M
Non-Disc.$170M
Employees5
Clients--
DateDec 2005
Total AUM$425M
Discretionary$255M
Non-Disc.$170M
Employees5
Clients--
DateNov 2005
Total AUM$425M
Discretionary$255M
Non-Disc.$170M
Employees5
Clients--
DateOct 2005
Total AUM$425M
Discretionary$255M
Non-Disc.$170M
Employees5
Clients--
DateAug 2004
Total AUM$253.9M
Discretionary$71.9M
Non-Disc.$182M
Employees5
Clients--
DateMar 2004
Total AUM$253.9M
Discretionary$71.9M
Non-Disc.$182M
Employees5
Clients--
DateDec 2003
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees5
Clients--
DateNov 2003
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees5
Clients--
DateOct 2003
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees5
Clients--
DateOct 2003
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees5
Clients--
DateApr 2002
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees5
Clients--
DateApr 2002
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees5
Clients--
DateApr 2002
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees5
Clients--
DateApr 2002
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees5
Clients--