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American Portfolios

Investment Banking

Founded: 1997
Headquarters: 4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA
Overview
Location
New York, United States
Headquarter
4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA
Contact Number
6314394900
Industry
Investment Banking
Contact Email
info@americanportfolios.com
Company Type
Private Company
Website
www.americanportfolios.com
Founded
1997
CEO
Lon T. Dolber
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
312 Million USD
Total Funding
<$5M
Recent Funding Amount
<$5M
No of Funding Rounds
1
Founders
Lon T. Dolber
Social Handles

Company Overview

Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (AP) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis.

Top C-suite Members of Company

Connect with key decision-makers at American Portfolios. View contact details of C-suite executives and leadership team.

NameTitleContact
Steve KrameisenChief Technology Officers****n@americanportfolios.com
Robert CohenPresidentr****n@americanportfolios.com
Mahi SainiIT Headm****i@americanportfolios.com
Robert EngelhardtSenior Vice Presidentr****t@americanportfolios.com
Lynn MurphyManaging Directorl****y@americanportfolios.com
Jason MierasSenior Managing Directorj****s@americanportfolios.com
Russell ClarkSenior Managing Directorr****k@americanportfolios.com
Phillip BredowVice Presidentp****w@americanportfolios.com
Ronald BergmannSenior Vice Presidentr****n@americanportfolios.com

Email Formats

Discover the email patterns used at American Portfolios to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

Facebook Web Custom Audiences
Facebook Web Custom Audiences
Technology

American Portfolios uses Facebook Web Custom Audiences to retarget specific segm...

Facebook Pixel
Facebook Pixel
Technology

American Portfolios uses Facebook Pixel to track website visitor actions and col...

WordPress.org
WordPress.org
Technology

American Portfolios uses WordPress.org to build, manage, and scale highly custom...

reCAPTCHA
reCAPTCHA
Technology

American Portfolios uses reCAPTCHA to differentiate human users from automated b...

Frequently Asked Questions

What is the address of American Portfolios's headquarters?

American Portfolios is headquartered at 4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA.

How can I contact American Portfolios by phone?

You can reach American Portfolios by calling their customer support number at 6314394900.

What is the official website for American Portfolios?

You can visit American Portfolios's official website at www.americanportfolios.com.

How much revenue does American Portfolios generate?

American Portfolios reports an annual revenue of approximately 312 Million USD.

What is the SIC code for American Portfolios?

The Standard Industrial Classification (SIC) code for American Portfolios is 62,628.

What is the NAICS code for American Portfolios?

American Portfolios falls under the NAICS code 52,523.

How many people work at American Portfolios?

American Portfolios has a workforce of about 400 employees.

Which technologies are used by American Portfolios?

American Portfolios utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, WordPress.org.

Who is the Chief Executive Officer (CEO) of American Portfolios?

The CEO of American Portfolios is Lon T. Dolber.

How can I get in touch with American Portfolios?

To contact American Portfolios, call 6314394900 or visit their website at www.americanportfolios.com

Is American Portfolios a publicly traded company?

No, American Portfolios is a private company.

How much total funding has American Portfolios secured so far?

To date, American Portfolios has raised <$5M across 1 funding round(s).

Which industry is American Portfolios part of?

American Portfolios operates in the Investment Banking, Finance industry.

Who are the main competitors of American Portfolios?

Key competitors of American Portfolios include The Lincoln Investment Companies, David Lerner Associates, Cambridge Investment Research, Cetera Advisor Networks

Which companies has American Portfolios acquired?

Acquisitions by American Portfolios include FSC Securities, Infinex Financial Group, American Portfolios, Investacorp .

Who is the Chief Technology Officer (CTO) at American Portfolios?

en is the Chief Technology Officer (CTO) at American Portfolios.

Where can I find American Portfolios on social media?

You can follow American Portfolios on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

When did American Portfolios complete its most recent funding round?

American Portfolios latest funding round closed on May 15, 2020 with the amount of <$5 Million