Zaloguj Zarejestruj się zadarmo

American Independence Financial Service, LLC (New York)


American Independence Financial Service, LLC is an adviser based in New York. It manages $560 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, Kansas, Missouri, and New York.

Logo

American Independence Financial Service provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

American Independence Financial Service: assets under management

The assets under management (AUM) of American Independence Financial Service, LLC is $560 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $560 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Independence Financial Service, 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.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Joseph Pileggi Member, secretary and treasurer 1 Sep 2004 25% - 50% 2504867
Eric Matthew Rubin Member and president 1 Sep 2004 25% - 50% 2621663
Llc Empowered To Prosper Manager 1 Aug 2005 75% - 100% 86-1042617
Anfernee D. Hardaway Family Trust Member 1 Aug 2005 75% - 100% xxx-xx-xxxx
Inc. Penny Haradaway Manager 1 Aug 2005 Other 76-0402954
Lp Global Founding Capital General partner 1 Oct 2005 75% - 100% 20-3718682
Llc Atlantic Inventive Resources General parnter 1 Oct 2005 Other 20-3718662
Keith P. Chutjian Owner 1 Oct 2005 75% - 100% 5093621

Based in New York

The principal office where American Independence Financial Service, LLC performs its advisory services is located at 335 Madison Avenue, Mezz., New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Wichita, KS. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 866-410-2006 or by fax 646-747-3478. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.americanifs.com.


Registered investment advisers similar to American Independence Financial Service, LLC