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Clarence Yee

American Investors Company

San Ramon, CA

CRD 474356

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Employer firm

American Investors Company CRD 38

$631M regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
American Investors Company

12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 1997-07-08
  • CA RA
    APPROVED
    Since 1997-07-08

Branch Locations

12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Investors Company San Ramon CA 08/1972 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-01-15
  • S63 Uniform Securities Agent State Law Examination
    1988-01-15

View on SEC IAPD

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