Kent
Alexander
American Investors Company
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About this Advisor
Kent Alexander is a financial advisor operating in San Ramon, California who has 6 years of industry experience. Alexander works at American Investors Company. Over the course of their career, Alexander has held roles at Kent Alexander - Self-Employed Caterer, American Investors Company, Brady-Harbord-Payne Insurance Brokers, Kent Alexander - Self-Employed Artist, Sentinel Underwriting Review and Lake Merritt Breakfast Club. Alexander has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California and Illinois. American Investors Company is a firm based out of San Ramon, CA. It has offices in 15 locations and a total of 39 financial advisors. It administers $598 million in total assets across its 1,915 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advice to five charitable organizations. Of its 1,915 customer accounts, 20% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers 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. Financial management fees usually vary depending on which service is offered. However, fee types billed by American Investors Company can consist of 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
Kent Alexander Work History
Kent has been registered as a financial advisor for 6 years.*
American Investors Company
American Investors Company
Brady-Harbord-Payne Insurance Brokers
Kent Alexander - Self-Employed Artist
Lake Merritt Breakfast Club
Sentinel Underwriting Review
Kent Alexander - Self-Employed Caterer
*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 Kent Alexander 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 Ramon, CA
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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