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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $34.4M | $4.6M | $29.8M | 17 | 8 |
| Jan 2022 | $38.4M | $5M | $33.4M | 18 | 9 |
| Mar 2021 | $38.4M | $5M | $33.4M | 18 | 9 |
| Mar 2021 | $38.3M | $5M | $33.3M | 18 | 9 |
| Aug 2020 | $52.5M | $12.4M | $40.1M | 17 | 0 |
| Jun 2020 | $52.5M | $12.4M | $40.1M | 17 | 0 |
| Jun 2020 | $52.5M | $12.4M | $40.1M | 17 | 0 |
| Jun 2020 | $52.5M | $12.4M | $40.1M | 17 | 0 |
| Feb 2020 | $52.5M | $12.4M | $40.1M | 17 | 0 |
| Mar 2019 | $126M | $88.4M | $37.6M | 17 | 0 |
| Mar 2018 | $141M | $100.8M | $40.2M | 16 | 0 |
| Mar 2017 | $124.3M | $82.9M | $41.4M | 16 | 200 |
| Mar 2016 | $718.8M | $77.2M | $641.6M | 23 | 1,000 |
| Oct 2015 | $730.4M | $72.3M | $658.1M | 23 | 1,000 |
| Mar 2015 | $730.4M | $72.3M | $658.1M | 23 | 1,000 |
| May 2014 | $699.5M | $63.9M | $635.6M | 23 | 1,000 |
| Mar 2014 | $699.5M | $63.9M | $635.6M | 23 | 1,000 |
| Apr 2013 | $641.1M | $63.5M | $577.5M | 23 | 1,000 |
| Apr 2013 | $641.1M | $63.5M | $577.5M | 23 | 1,000 |
| Mar 2013 | $641.1M | $63.5M | $577.5M | 23 | 1,000 |
| Jun 2012 | $563M | $53M | $510M | 6 | 1,000 |
| Mar 2012 | $563M | $53M | $510M | 6 | 1,000 |
| Jul 2011 | $254.1M | $75.2M | $178.9M | 10 | -- |
| Mar 2011 | $32.9M | $31.7M | $1.3M | 10 | -- |
| Mar 2011 | $31.6M | $30.3M | $1.3M | 10 | -- |
DateMar 2022
Total AUM$34.4M
Discretionary$4.6M
Non-Disc.$29.8M
Employees17
Clients8
DateJan 2022
Total AUM$38.4M
Discretionary$5M
Non-Disc.$33.4M
Employees18
Clients9
DateMar 2021
Total AUM$38.4M
Discretionary$5M
Non-Disc.$33.4M
Employees18
Clients9
DateMar 2021
Total AUM$38.3M
Discretionary$5M
Non-Disc.$33.3M
Employees18
Clients9
DateAug 2020
Total AUM$52.5M
Discretionary$12.4M
Non-Disc.$40.1M
Employees17
Clients0
DateJun 2020
Total AUM$52.5M
Discretionary$12.4M
Non-Disc.$40.1M
Employees17
Clients0
DateJun 2020
Total AUM$52.5M
Discretionary$12.4M
Non-Disc.$40.1M
Employees17
Clients0
DateJun 2020
Total AUM$52.5M
Discretionary$12.4M
Non-Disc.$40.1M
Employees17
Clients0
DateFeb 2020
Total AUM$52.5M
Discretionary$12.4M
Non-Disc.$40.1M
Employees17
Clients0
DateMar 2019
Total AUM$126M
Discretionary$88.4M
Non-Disc.$37.6M
Employees17
Clients0
DateMar 2018
Total AUM$141M
Discretionary$100.8M
Non-Disc.$40.2M
Employees16
Clients0
DateMar 2017
Total AUM$124.3M
Discretionary$82.9M
Non-Disc.$41.4M
Employees16
Clients200
DateMar 2016
Total AUM$718.8M
Discretionary$77.2M
Non-Disc.$641.6M
Employees23
Clients1,000
DateOct 2015
Total AUM$730.4M
Discretionary$72.3M
Non-Disc.$658.1M
Employees23
Clients1,000
DateMar 2015
Total AUM$730.4M
Discretionary$72.3M
Non-Disc.$658.1M
Employees23
Clients1,000
DateMay 2014
Total AUM$699.5M
Discretionary$63.9M
Non-Disc.$635.6M
Employees23
Clients1,000
DateMar 2014
Total AUM$699.5M
Discretionary$63.9M
Non-Disc.$635.6M
Employees23
Clients1,000
DateApr 2013
Total AUM$641.1M
Discretionary$63.5M
Non-Disc.$577.5M
Employees23
Clients1,000
DateApr 2013
Total AUM$641.1M
Discretionary$63.5M
Non-Disc.$577.5M
Employees23
Clients1,000
DateMar 2013
Total AUM$641.1M
Discretionary$63.5M
Non-Disc.$577.5M
Employees23
Clients1,000
DateJun 2012
Total AUM$563M
Discretionary$53M
Non-Disc.$510M
Employees6
Clients1,000
DateMar 2012
Total AUM$563M
Discretionary$53M
Non-Disc.$510M
Employees6
Clients1,000
DateJul 2011
Total AUM$254.1M
Discretionary$75.2M
Non-Disc.$178.9M
Employees10
Clients--
DateMar 2011
Total AUM$32.9M
Discretionary$31.7M
Non-Disc.$1.3M
Employees10
Clients--
DateMar 2011
Total AUM$31.6M
Discretionary$30.3M
Non-Disc.$1.3M
Employees10
Clients--