American Portfolios - Ownership and Business Overview

Financial ServicesCompany

American Portfolios Ownership

Who owns American Portfolios?

American Portfolios is owned by Advisor Group. It was acquired on June 22, 2022.

American Portfolios Business Overview

Where is American Portfolios headquartered?

American Portfolios is headquartered in Holbrook, New York.

What sector is American Portfolios in?

American Portfolios is a financial services company.

When was American Portfolios founded?

American Portfolios was founded in 2001.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 228 acquisitions of financial services companies in 2022, including 23 acquisitions by private equity firms, and 205 by strategics.

American Portfolios

American Portfolios Financial Services, Inc.

4250 Veterans Memorial Highway, Suite 420E,
Holbrook, New York 11741
United States,
(631) 439-4600
www.americanportfolios.com

American Portfolios 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. American Portfolios was founded in 2001 and is based in Holbrook, New York.


Company Summary

SECTOR

Financial Services

Established

2001

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