American Yellowstone Advisors, LLC is an investment adviser to an investment company based in New York. It manages $20.32 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Idaho and New York.
American Yellowstone Advisors provides portfolio management for investment companies 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 Yellowstone Advisors, LLC is $20.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay American Yellowstone Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Joseph Pileggi has been acting as President since 1 Aug 2010. Llc American Independence Financial Services joined the executive team most recently as the Member.
The principal office where American Yellowstone Advisors, LLC performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-747-3475 or by fax 646-747-3478. The normal business hours are 9:00am-5:00pm on Monday - Friday.