American Shareholders Investment Corp is a mid-sized advisory firm based in Nantucket. It manages $67.13 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
American Shareholders Investment Corp provides portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Shareholders Investment Corp is $67.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 104% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American Shareholders Investment Corp for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paula Marie Burke has been acting as President since 1 Dec 1996. Robert Donald Parry joined the executive team most recently as the Director.
The principal office where American Shareholders Investment Corp performs its advisory services is located at 3 Thurstons Ct, Nantucket, MA 02554 3656, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-888-228-2995. The normal business hours are 9:00am-4pm on Monday - Friday. You can find more information about the New York firm at www.amshar.com.