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Fred Sultan

American Independent Securities Group, LLC
43 Years of Experience
Troy, MI
Broker
View SEC Summary
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Fred Sultan is a registered investment advisor at American Independent Securities Group, LLC, based in Troy, MI, with 43 years of industry experience. Fred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.

American Independent Securities Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$986.3M

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2150 Butterfield Dr Ste 200, Troy, MI, 48084

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Fred works as a registered representative with L.M. Kohn North since 2018. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
American Independent Securities Group, LLC
June 2025 - Present · 1 yr 4 mos
American Independent Securities Group, LLCBroker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
L.M. Kohn & Company
July 2012 - June 2025 · 12 yrs 11 mos
L.M. Kohn & CompanyBroker
July 2012 - June 2025 · 12 yrs 11 mos
Leonard and Company
February 2010 - July 2012 · 2 yrs 5 mos
Leonard & CompanyBroker
May 2004 - July 2012 · 8 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 1990 - May 2004 · 14 yrs 4 mos
Shearson Lehman Hutton INC.Broker
February 1988 - January 1990 · 1 yr 11 mos
E. F. Hutton & Company INCBroker
August 1983 - February 1988 · 4 yrs 6 mos
State Registrations13 states
AZCACOFLGAMIMONJNYOHTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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