Scott
Mehren
American Investors Company
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About this Advisor
Scott Mehren is a financial advisor based in Rocklin, California, working with American Investors Company. Scott has previously held positions at American Investors Company and Optimum Strategies/Scott Mehren. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Scott is part of American Investors Company, which operates out of Rocklin, California. The firm has 14 offices and 37 employees. The firm manages assets totaling $511.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at American Investors Company includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Investors Company Brokerage Details
$511,001,949
37
1,917
$266,563
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
Scott Mehren Work History
American Investors Company
American Investors Company
Optimum Strategies/Scott Mehren
Disclosures
Please visit the SEC profile of Scott Mehren 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
San Ramon, CA
Dublin, CA
San Jose, CA
Long Beach, CA
San Ramon, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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