Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS), now Osaic, 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. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.
View Top Employees from American PortfoliosWebsite | http://www.americanportfolios.com |
Revenue | $469 million |
Funding | $1 million |
Employees | 317 (280 on RocketReach) |
Founded | 2001 |
Address | 4250 Veterans Memorial Hwy. Ste. 420E, Holbrook, New York 11741, US |
Phone | (631) 439-4600 |
Fax | (631) 439-4698 |
Technologies |
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Industry | Financial Services, Investment Banking, Retirement Plan and Investment Consulting, Finance, 401k, 403b, ERISA fiduciaries |
Web Rank | 690622 |
Keywords | Financial Planning |
Competitors | Cambridge Investment Research, Inc., Capital Investment Companies, David Lerner Associates, Inc., LaSalle St. Securities, Lincoln Investment |
SIC | SIC Code 62 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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The American Portfolios annual revenue was $469 million in 2024.
Damon Joyner is the CFO of American Portfolios.
280 people are employed at American Portfolios.
American Portfolios is based in Holbrook, New York.
The NAICS codes for American Portfolios are [5231, 52, 523, 52393, 5239].
The SIC codes for American Portfolios are [62, 73].