Frankel
Delossantos
American Investors Company
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About this Advisor
Frankel Delossantos is a financial advisor working in Long Beach, California who has 1 year of relevant experience. Delossantos is an employee of American Investors Company. Over the course of their career, they have held roles at American Investors Company, Frankel Financial Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Western International Securities, Inc, Variable Investment Advisors, Inc and Frankel Financial Service, Tax Prep And Insurance. Delossantos maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. American Investors Company is a financial advisory business based in San Ramon, CA. The firm has offices in 15 locations and a total of 39 people on staff. It handles $598 million in assets between its 1,915 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 1,915 customer accounts, 20% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically are based on the type of financial services. Fees billed by American Investors Company likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Investors Company Brokerage Details
$598,152,492
39
1,915
$312,351
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
Frankel Delossantos Work History
Frankel has been registered as a financial advisor for 1 years.*
American Investors Company
Frankel Financial Service, Tax Prep And Insurance
Western International Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Variable Investment Advisors, Inc
Frankel Financial Services
*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 Frankel Delossantos 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
San Ramon, CA
San Ramon, CA
Pleasanton, CA
San Jose, CA
Pleasanton, CA
Long Beach, CA
San Jose, CA
San Ramon, 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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