American Shareholders Investment Corp (Nantucket)

Name: American Shareholders Investment Corp
Address: 3 Thurstons Ct, Nantucket, MA, 02554 3656
Telephone: 1-888-228-2995

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.

American Shareholders Investment Corp: assets under management

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 firm manages $67.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $479.47 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at American Shareholders Investment Corp

Paula Marie Burke has been acting as President since 1 Dec 1996. Robert Donald Parry joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terrence Laundry	Chairman,ceo	1 Aug 1974	75% - 100%	1698204
Robert Donald Parry	Director	1 Sep 1987	Other	4341737
Paula Marie Burke	President	1 Dec 1996	Other	4341710

Based in Nantucket

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.