American National Registered Investment Advisor, Inc. is a large advisory firm based in League City. It manages $206.03 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Oklahoma, South Carolina, and Texas.
American National Registered Investment Advisor provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American National Registered Investment Advisor, Inc. is $206.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American National Registered Investment Advisor, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of James Edward Pozzi is charitable organizations with 5 clients and $101 million of assets under management. Among the 9 most similar advisory firms, American National Registered Investment Advisor has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $206.03 million for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
American National Registered Investment Advisor doesn't advise any private funds.
The company employs 28 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Edward Pozzi has been acting as President since 1 Aug 2010. Timothy Allen Walsh joined the executive team most recently as the Director.
The principal office where American National Registered Investment Advisor, Inc. performs its advisory services is located at 2450 South Shore Blvd, League City, TX 77573 2997, which is also the mailing address of the firm. An additional office of the firm is in Galveston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 281-521-3485 or by fax 281-521-3445. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday.