Company Overview
- Headquarters
- 4250 Veterans Memorial Hwy. Ste. 420E, Holbrook NY
- Website
- americanportfolios.com
- Phone
- (631) 439-4600
- Employees
- 218
- Founded in
- 2001
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 523 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 5231 Companies
- SIC Code
-
SIC Code 73 CompaniesSIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$469B
Total Funding Amount
$1M
Who is American Portfolios Holdings Inc
American Portfolios Holdings Inc. is a financial services holding company based in Holbrook, New York. The company employs 127 people and generates $50 million in annual revenue. American Portfolios Holdings Inc. operates through its subsidiaries American Portfolios Financial Services, Inc. (APFS), American Portfolios Advisors, Inc. (APA), and American Portfolios Advisory Solutions, LLC. APFS, now known as Osaic, is a full-service, independent broker/dealer that offers a range of financial services, including retirement planning, securities trading, access to investment research, insurance products, and tax-free investing. APA provides fee-based asset management. Both APFS and APA, alongside American Portfolios Advisory Solutions, LLC, fall under the umbrella of American Portfolios Holdings, Inc. They leverage a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, ensuring fully disclosed holdings. American Portfolios Holdings Inc. can be contacted through its website, americanportfolios.com.
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