Nicholas
Cochran

American Investors Company

CRD#713570
Investment Advisor
in San Ramon, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Cochran is a financial advisor operating out of San Ramon, California with 26 years of relevant experience. Cochran currently works for American Investors Company. Throughout their career, Cochran has worked at American Investors Company, Alliance Of Independent Broker-Dealers and Nicholas C. Cochran. Cochran has a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in California. American Investors Company is a firm headquartered in San Ramon, CA. It has offices in 15 locations and a total of 39 advisors. It controls $598 million in assets across its 1,915 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 1,915 client accounts, 20% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a diverse set 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 fees typically depend on which services are provided. However, fee types billed by American Investors Company likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

26 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Nicholas Cochran Work History

Nicholas has been registered as a financial advisor for 26 years.*

2006 - Present (18 years)

Nicholas C. Cochran

1992 - Present (32 years)

American Investors Company

1990 - Present (34 years)

Nicholas C. Cochran

2011 - 2013 (2 years)

Alliance Of Independent Broker-Dealers

*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 Nicholas Cochran 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started