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American Portfolios

Finance · New York, United States · 910 Employees

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About

Headquarters

4250 Veterans Memorial Hwy Ste 420E, Holbrook, ...

Phone Number

(631) 439-4600

Revenue

$469.2 Million

Industry

Investment Banking Finance

Most Recent Scoops

Mar 22 2024
Project
Mar 21 2024
Project
A front-line source in Social & Relationships has indicated that the organization is planning to begin initiatives related to customer experience, service, and success within the next three months. American Portfolios Financial Services Inc is currently evaluating ChurnZero.
See all scoops

Highlights

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Who is American Portfolios

Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (AP) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis.Read more

American Portfolios's Social MediaPopular SearchesAmerican Portfolios Financial Services IncAmerican PortfoliosAmerican Portfolios Financial ServicesAmerican Portfolios Advisors IncAmericanportfoliosSIC Code 62,628NAICS Code 52,523Show more

American Portfolios Org Chart

Lon Dolber

Chief Executive Officer, President & Chief In...

PhoneEmail
Damon Joyner

Chief Financial Officer

PhoneEmail
Steve Krameisen

Chief Technology Officer & Chief Information ...

PhoneEmail

PhoneEmail

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American Portfolios Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateMay 15, 2020
RoundDebt
Amount<$5M
InvestorsPPP
See More

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Acquisitions & Subsidiaries

Jul 18, 2022

Advisor Group

Jul 18, 2022

triadadvisors.com

Jul 18, 2022

FSC Securities

Jul 19, 2016

Lincoln Financial Advisors

Mar 29, 2012

Lincoln Financial Securities

Ladenburg Thalmann

See More Acquisitions & Subsidiaries

American Portfolios Tech Stack

A closer look at the technologies used by American Portfolios

Top Companies in United States

Top 10 companies in United States by revenue

Top 10 companies in United States by number of employees

Top 10 companies in United States by total funding amount

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Most Recent Scoops

Mar 22 2024
Project
Product Marketing, Advertising, Customer Engagement, Marketing Campaign, Business Development, Demand Generation, Lead Management, Sales Development
Mar 22 2024
Project
Social Media
Mar 21 2024
Project
A front-line source in Social & Relationships has indicated that the organization is planning to begin initiatives related to customer experience, service, and success within the next three months. American Portfolios Financial Services Inc is currently evaluating ChurnZero.
Mar 21 2024
Project
A front-line source in Social & Relationships has indicated that the organization is planning to begin initiatives related to customer relationship management (CRM) within the next three months. American Portfolios Financial Services Inc is currently evaluating Microsoft Dynamics 365 Sales.
CRM, Sales
Mar 21 2024
Project
A front-line source in Social & Relationships has indicated that the organization is planning to begin initiatives related to social media monitoring within the next three months. American Portfolios Financial Services Inc is currently evaluating Meltwater.
Social Media, Workforce Management
See more scoops

American Portfolios News & Media

Read more news

Frequently Asked Questions regarding American Portfolios

Where is American Portfolios located?
American Portfolios's headquarters are located at 4250 Veterans Memorial Hwy Ste 420E, Holbrook, New York, 11741, United States
What is American Portfolios's phone number?
American Portfolios's phone number is (631) 439-4600
What is American Portfolios's official website?
American Portfolios's official website is www.americanportfolios.com
What is American Portfolios's Revenue?
American Portfolios's revenue is $469.2 Million
What is American Portfolios's SIC code?
American Portfolios's SIC: 62,628
What is American Portfolios's NAICS code?
American Portfolios's NAICS: 52,523
How many employees does American Portfolios have?
American Portfolios has 910 employees
What industry does American Portfolios belong to?
American Portfolios is in the industry of: Investment Banking, Finance
What is American Portfolios competition?
American Portfolios top competitors include: The Lincoln Investment Companies, David Lerner Associates, Cambridge Investment Research, LaSalle St Securities
What companies has American Portfolios acquired?
American Portfolios has acquired the companies: Advisor Group, triadadvisors.com, FSC Securities, Lincoln Financial Advisors
What technology does American Portfolios use?
Some of the popular technologies that American Portfolios uses are: Facebook Web Custom Audiences, Facebook Pixel, WordPress.org, reCAPTCHA
Who is the CEO of American Portfolios?
American Portfolios's CEO is Lon Dolber
Who is the CFO of American Portfolios?
American Portfolios's CFO is Damon Joyner
Who is the CTO of American Portfolios?
American Portfolios's CTO is Steve Krameisen
How do I contact American Portfolios?
American Portfolios contact info: Phone number: (631) 439-4600 Website: www.americanportfolios.com
What does American Portfolios do?

Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (AP) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care plan... ning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis.Read More

What are American Portfolios social media links?
American Portfolios Linkedin page American Portfolios Twitter page American Portfolios Facebook page
How much funding has American Portfolios raised to date?
American Portfolios has raised <$5 Million in 1 funding round
When was the last funding round for American Portfolios?
American Portfolios closed its last funding round on May 15, 2020 with the amount of <$5 Million
Is American Portfolios a public company?
American Portfolios is private company therefore does not currently have an official ticker symbol
See more information about American Portfolios

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