Great American Advisors, Inc. is an adviser based in Cincinnati. It manages $20.6 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, Georgia, Kentucky, and 8 other states.
Great American Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. 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 Great American Advisors, Inc. is $20.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% 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 Great American Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Lee Henderson has been acting as President since 1 Aug 1996. Athena Marie Purdon joined the executive team most recently as the Assitant Treasurer/Fin Op.
The principal office where Great American Advisors, Inc. performs its advisory services is located at Great American Tower, Cincinnati, OH 45202, 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 800-216-3354 or by fax 513-412-5109. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.gaadvisors.com.