Affiliated Private Investors LLC (West Palm Beach)

Affiliated Private Investors LLC is a large advisory firm based in West Palm Beach. It manages $600.49 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2001.

Affiliated Private Investors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Affiliated Private Investors: assets under management

The assets under management (AUM) of Affiliated Private Investors LLC is $600.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $600.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.55 million each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Affiliated Private Investors LLC 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.

What kind of clients Brian John Mcnally serves?

The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Brian John Mcnally is high net worth individuals with 11 clients and $537.1 million of assets under management. Among the 7 most similar advisory firms, Affiliated Private Investors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $600.49 million for 47 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.

Affiliated Private Investors also advises several private funds. Namely, five other private funds. The minimum investment commitment required of non-related persons ranges from $1,000 to $10,000.

Careers at Affiliated Private Investors LLC

The company employs 8 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.

Brian John Mcnally has been acting as President since 1 Dec 1994. Kristian John Horvei joined the executive team most recently as the Direct Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian John Mcnally	President	1 Dec 1994	50% - 75%	1096362
Adrienne Mary Gill	Chief compliance officer	1 Jun 2005	Other	4438365
Kristian John Horvei	Direct investment officer	1 Dec 2014	Other	6247445

Based in West Palm Beach

The principal office where Affiliated Private Investors LLC performs its advisory services is located at 4512 N. Flagler Drive, West Palm Beach, FL 33407 The mailing address of the firm is P.O. Box 781, West Palm Beach, FL 33402. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 5613188710 or by fax 5613188889. The normal business hours are 9:00a 5:00pm on Monday - Friday.