American Realty Advisors

CRD#107965
Investment Advisor Firm

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Overview

American Realty Advisors is an advisory firm that has its headquarters in Los Angeles, California. It manages $2.0 billion in total assets across two client accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). It has an average-sized team of 98 employees, including 49 financial advisors. American Realty Advisors does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like stocks, options and bonds.

American Realty Advisors oversees all of the company's accounts in a discretionary manner. Discretionary management is a structure in which transaction choices are made by an investment advisor without requiring the customer's approval. The company's average account size is $1.0 billion. The typical advisor at American Realty Advisors manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.

The company's central office is located at 515 S. Flower St., 49Th Floor, Los Angeles, California 90071. The firm is permitted to serve customers throughout a few states, including California, Connecticut and Florida.

Assets Under Management

$2.0 billion

Number of Advisors

49

Disclosures

No

Office Location

515 S. Flower St., 49Th Floor
Los Angeles, CA 90071

American Realty Advisors by the Numbers

Total Assets Under Management

$2.0 billion

National Average: $3.7 billion
Total Number of Employees

98

National Average: 29
Total Number of Accounts

2

National Average: 2,073
Average Account Size

$1.0 billion

National Average: $1.8 million

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Products and Services

American Realty Advisors offers a variety of financial services, which can consist of portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters and other services. It is involved in selling products or offering services other than investment advice to its customers. American Realty Advisors is also affiliated with a number of other companies in the financial services industry, including with an accountant or accounting firm, lawyer or law firm and real estate broker or dealer.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 4% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees charged by financial advisors largely vary depending on which service is offered. Fee types billed by American Realty Advisors most likely are comprised of the following fee types: asset-based, hourly, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by American Realty Advisors.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 35% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

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    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company caters to pooled investment vehicles. Out of its two clients, American Realty Advisors's largest client type is pooled investment vehicles. None of the company's accounts are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

American Realty Advisors does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at American Realty Advisors

Karin Hayes
Orlando, FL

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This content was compiled from the SEC and FINRA