# AMERICAN INVESTMENT PLANNERS LLC

AMERICAN INVESTMENT PLANNERS LLC of JERICHO, NY is an SEC-registered investment adviser.

## Registration

- CRD: 155558
- Type: SEC-registered investment adviser
- SEC file number: 801-71988
- Location: 500 NORTH BROADWAY, SUITE 260, JERICHO, NY, 11753
- Phone: 516-932-5130
- Latest filing: 2022-03-07
- Regulatory AUM: $34.4M
- Discretionary AUM: $4.6M
- Non-discretionary AUM: $29.8M
- Clients: 17
- Accounts: 32

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| ROSENBERG LEE EVAN | PRESIDENT AND MANAGER; PRESIDENT AND MANAGING MEMBER; PRESIDENT, MANAGING MEMBER AND , CHIEF COMPLIANCE OFFICER (07/2011) (+1 more) | — |
| LABBATE JOHN CHARLES | SECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; SECRETARY/TREASURER AND SENIOR FINANICAL PLANNER; DIRECTOR OF TAX PLANNING | — |
| MAGOR BARBARA HARRIET | CHIEF COMPLIANCE OFFICER; DIRECTOR OF FINANICAL PLANNING OPERATIONS; CHIEF COMPLIANCE OFFICER; VICE PRESIDENT OF FINANICAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155558/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155558/similar
- Related entities: https://search.stillhousedata.com/firm/155558/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155558

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.