American Portfolios Advertising Profile
American Portfolios Company Overview:
Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (AP) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis.
Primary Address
4250 Veterans Memorial Highway
Holbrook, NY 11741
American Portfolios Advertising Agencies
Explore a detailed list of current and past ad agencies that work with American Portfolios. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of American Portfolios's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does American Portfolios have?
American Portfolios has 1 unique brands.
How much does American Portfolios spend on media?
It is unknown how much American Portfolios spends on media.
American Portfolios Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire American Portfolios marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at American Portfolios?
The chief marketing officer at American Portfolios is N/A.
How big is the American Portfolios Marketing Team?
There are 6 staff members currently involved in marketing for American Portfolios.
Shauna F.
Director, Marketing & Communications
NY
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Mokshda D.
Head, Marketing
NY
James L.
Registered Investment Advisor
NY
Mark H.
Registered Investment Advisor & President
NY
Stella J.
Senior Manager, Digital Marketing
NY
American Portfolios Ad Spend 2025
This section digs into the specifics of the advertising spend at American Portfolios and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
American Portfolios Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for American Portfolios, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
American Portfolios Media Mix
Explore a detailed breakdown of the last 12 months media spending for American Portfolios across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
Win More with Winmo
If you are looking to tap into American Portfolios marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on American Portfolios decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
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American Portfolios Social Media Marketing Ad Spend
See whether American Portfolios is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.