Emmanuel
Comes

American Investors Company

CRD#2601437
Investment Advisor
in San Ramon, CA

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About this Advisor

Emmanuel Comes is a financial advisor who works in San Ramon, California who has 12 years of relevant experience. Comes currently works for American Investors Company. They have spent their entire employment at American Investors Company. Comes holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in California. American Investors Company is an advisory firm based out of San Ramon, CA. It has offices in 15 locations and a total of 39 financial advisors. It oversees $598 million in assets under management across its 1,915 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 1,915 customer accounts, 20% are held by high-net-worth clients who have more than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on the type of financial services. Fees billed by American Investors Company most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

12667 Alcosta Blvd., Suite 160
San Ramon, CA 94583

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American Investors Company Brokerage Details

Total Assets Under Management

$598,152,492

CA Average: $7,578,581,321
Total Number of Employees

39

CA Average: 43
Total Number of Accounts

1,915

CA Average: 3,727
Average Account Size

$312,351

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Emmanuel Comes Work History

Emmanuel has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

American Investors Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Emmanuel Comes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Investors Co

Emmanuel Comes
San Ramon, CA
Eric Loofbourrow
San Ramon, CA
Andrew Haupt
Pleasanton, CA
Christopher Lococo
San Jose, CA
Brett Williams
Pleasanton, CA
Frankel Delossantos
Long Beach, CA
William Guthreau
San Ramon, CA
John Lococo
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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