American Portfolios Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,438

Total plan assets

$196.3M

Filings (rows)

Direct comp

Indirect comp

$107K

Showing only "AMERICAN PORTFOLIOS FINANCIAL"

View all 10 variants aggregated →

AMERICAN PORTFOLIOS ADVISORS46 AMERICAN PORTFOLIOS FINANCIAL13 AMERICAN PORTFOLIOS FINANCIAL SERVI12 AMERICAN PORTFOLIOS FINANCIAL SVCS10 AMERICAN PORTFOLIOS8 AMERICAN PORTFOLIOS FIN SVCS3 AMERICAN PORTFOLIOS ADVISORS ONE3 AMERICAN PORTFOLIOS FINANCIAL SER1 AMERICAN PORTFOLIOS ADVISORS I1 AMERICAN PORTFOLIOS FNCL SVC1

SERVICES PROVIDED

Advisor / Consultant8

Broker4

Other service providers1

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Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MILE Bluff Medical Center, Inc. MILE Bluff Medical Center, Inc. 401(k) Plan · all filings	MAUSTON, WI	Other service providers	569	$108.0M	$0	$3K
Achievement First, Inc. Achievement First, Inc. 403(b) Plan · all filings	NEW HAVEN, CT	Broker	1,869	$88.2M	$0	$104K