Ronald
Yee
American Investors Company
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About this Advisor
Ronald Yee is a financial advisor operating out of San Ramon, California with 21 years of industry experience. Yee is an advisor for American Investors Company. Yee has gained experience at American Investors Company and Ronald G. Yee. Yee has a Series 63 license, certifying them as a securities representative, and is registered to work in California and Texas. American Investors Company is a registered investment firm headquartered in San Ramon, CA. It has offices in 15 locations and a total of 39 financial advisors. It oversees $598 million in total assets among its 1,915 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 1,915 customer accounts, 20% belong to high-net-worth investors who have more than $1 million in assets. The firm provides 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 advisory fee schedules typically are based on the type of services provided. However, fee types billed by American Investors Company likely include 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
Ronald Yee Work History
Ronald has been registered as a financial advisor for 21 years.*
American Investors Company
American Investors Company
Ronald G. Yee
*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 Ronald Yee 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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