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AMERICAN EXPATS IN EUROPE LTD.

CRD 319225File 801-124964
APPROVED
Retail clients
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.6M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.6M
Clients
19
19 accounts
Employees
3

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Jul 20, 2022
Principal office
Not reported
Phone
+353 831 682584

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.6M
Discretionary AUM
$0
Non-discretionary AUM
$2.6M
Discretionary accounts
0
Non-discretionary accounts
19
Total accounts
19
AUM per client
$138K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)19$2.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Hourly charges
  • Other (described)DISCRETIONARY MANAGEMENT SERVICE VIA MORNINGSTAR
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.