RIA Intelligence

AMERICAN INVESTMENT PLANNERS LLC

CRD #155558 SEC #801-71988 JERICHO, NY 516-932-5130
SEC Registered
Total AUM
$38.4M
Discretionary
$5M
Employees
18
Clients
11
Accounts
35

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 6, 2022
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNERNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
LABBATE, JOHN, CHARLESISECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNINGNA
MAGOR, BARBARA, HARRIETICHIEF COMPLIANCE OFFICER; VICE PRESIDENT OF FINANICAL PLANNINGNA Control
MAGOR, BARBARA, HARRIETICHIEF COMPLIANCE OFFICER; VICE PRESIDENT OF FINANICAL PLANNINGNA Control
MAGOR, BARBARA, HARRIETICHIEF COMPLIANCE OFFICER; VICE PRESIDENT OF FINANICAL PLANNINGNA Control
MAGOR, BARBARA, HARRIETICHIEF COMPLIANCE OFFICER; DIRECTOR OF FINANICAL PLANNING OPERATIONSNA Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT AND MANAGING MEMBERE Control
ROSENBERG, LEE, EVANIPRESIDENT AND MANAGING MEMBERE Control
ROSENBERG, LEE, EVANIPRESIDENT AND MANAGING MEMBERE Control
ROSENBERG, LEE, EVANIPRESIDENT, MEMBER AND MANAGING MEMBERE Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control
ROSENBERG, LEE, EVANIPRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011)E Control

Registrations

Federal

IA
Jan 6, 2022 REGISTERED

Notice Filings (5)

CT FL NJ NY TX

Address

500 NORTH BROADWAY
SUITE 260
JERICHO, NY 11753
United States
Phone: 516-932-5130