A
American Vision Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,234,000
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$161,700
About
American Vision Advisors LLC serves a small client base of roughly 20 clients with about $3.23 million in assets under management, providing investment advisory and portfolio management services to both individual investors and a range of institutional and corporate clients. The firm's reported client mix is unusually broad for a firm of this size, including banks, charitable organizations, corporations, municipal entities, insurance companies, other advisers, pension or profit-sharing plans and similar institutional clients.
The managing member functions as the firm’s sole investment adviser representative and chief compliance officer and oversees all advisory activities under a written policies and procedures manual and Code of Ethics. The adviser is dually licensed as a real estate broker, life insurance agent and mortgage loan originator and discloses that it may offer commissionable insurance and real-estate related products and separate consulting services, which the firm says it will manage and disclose as potential conflicts of interest.
Distinctive features include the combination of traditional advisory services with active broker-like and real estate/consulting activities operated through a related entity, and the firm’s use of asset-based (percentage-of-AUM) fees rather than operating as a private fund adviser. Compared with peers, the firm is small in scale but reports an atypically diverse set of client types and a mix of advisory and commissionable business lines.
Client services
Portfolio management
Expertise
Real estate investing
Fee options
Clients may purchase commissionable insurance products through representatives who are licensed insurance agents, which may involve commissions or other compensation.
Main office location
American Vision Advisors LLC
418 East Las Tunas Drive, Unit 3 H
San Gabriel CA 91776, United States
Number of offices
1
Most active in
American Vision Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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