William
Guthreau
American Investors Company
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About this Advisor
William Guthreau is a financial advisor operating in San Ramon, California with a total of 10 years of industry experience. Guthreau is an employee of American Investors Company. Over the course of their career, Guthreau has held roles at Mass Mutual Life Insurance, Mml Investors Services, American Investors Company and William Guthreau, Insurance Agent. Guthreau has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. American Investors Company is a financial advisory business that has its headquarters in San Ramon, CA. The company has offices in 15 locations and a total of 39 employees. It handles $598 million in total assets across its 1,915 customer accounts, placing it among the larger 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. American Investors Company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on the financial services provided. However, fee types charged 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
William Guthreau Work History
William has been registered as a financial advisor for 10 years.*
American Investors Company
William Guthreau, Insurance Agent
Mass Mutual Life Insurance
Mml Investors Services
*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 William Guthreau 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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