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Gathering insights about American Portfolios

American Portfolios Tech Stack

American Portfolios uses 8 technology products and services including Select2, Act-On, RSS, and more. Explore American Portfolios's tech stack below.

  • Select2
    Javascript Libraries
  • Act-On
    Marketing Automation
  • RSS
    Miscellaneous
  • PHP
    Programming Languages
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • IIS
    Web Servers
  • Facebook
    Widgets

Media & News

American Portfolios's Email Address Formats

American Portfolios uses at least 1 format(s):
American Portfolios Email FormatsExamplePercentage
FLast@americanportfolios.comJDoe@americanportfolios.com
97%
FirstLast@americanportfolios.comJohnDoe@americanportfolios.com
2%
First-Last@americanportfolios.comJohn-Doe@americanportfolios.com
1%

Frequently Asked Questions

Where is American Portfolios's headquarters located?

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American Portfolios's main headquarters is located at 4250 Veterans Memorial Hwy. Ste. 420E Holbrook, NY 11741 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is American Portfolios's phone number?

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You can contact American Portfolios's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is American Portfolios's official website and social media links?

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American Portfolios's official website is americanportfolios.com and has social profiles on LinkedIn.

How much revenue does American Portfolios generate?

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As of December 2024, American Portfolios's annual revenue reached $35M.

What is American Portfolios's NAICS code?

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American Portfolios's NAICS code is 812990 - All Other Personal Services.

How many employees does American Portfolios have currently?

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As of December 2024, American Portfolios has approximately 220 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: K. C.Chief Administrative Officer: D. L.Chief Compliance Officer: D. H.. Explore American Portfolios's employee directory with LeadIQ.

What industry does American Portfolios belong to?

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American Portfolios operates in the Financial Services industry.

What technology does American Portfolios use?

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American Portfolios's tech stack includes Select2Act-OnRSSPHPHSTSGoogle Tag ManagerIISFacebook.

What is American Portfolios's email format?

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American Portfolios's email format typically follows the pattern of . Find more American Portfolios email formats with LeadIQ.

When was American Portfolios founded?

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American Portfolios was founded in 2001.
American Portfolios

American Portfolios

Financial ServicesNew York, United States201-500 Employees

Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS), now Osaic,  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. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. 

American Portfolios has numerous recognitions by a number of industry publications and organizations.  Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.

Section iconCompany Overview

Headquarters
4250 Veterans Memorial Hwy. Ste. 420E Holbrook, NY 11741 US
Phone number
NAICS Code
812990 - All Other Personal Services
Founded
2001
Employees
201-500

Section iconFunding & Financials

  • $10M$50M

    American Portfolios's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    American Portfolios's revenue is in the range of $10M$50M

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