Monica
Padilla
American Investors Company
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About this Advisor
Monica Padilla is a certified financial planner operating in Danville, California who has 26 years of relevant experience. Padilla is an employee of American Investors Company. During their career, Padilla has held roles at American Investors Company and Monica Padilla Froning, Sole Proprietor. Padilla holds a Series 63 license, certifying them as a securities agent, and is registered to serve investors in California. American Investors Company is a financial advisory company operating out of San Ramon, CA. The company has offices in 15 locations and a total of 39 advisors. It has $598 million in total assets among its 1,915 accounts, placing it among the bigger firms in the country by assets under management. The firm advises five charitable organizations. Of its 1,915 client accounts, 20% belong to high-net-worth individuals who have at least $1 million in assets available to invest. American Investors Company performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically depend on which services are offered. However, fee types billed by American Investors Company can be comprised 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
Monica Padilla Work History
Monica has been registered as a financial advisor for 26 years.*
American Investors Company
American Investors Company
Monica Padilla Froning, Sole Proprietor
*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 Monica Padilla 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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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.
