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| Keyboard |
| Accredited Investor Services LLC
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|
|---|---|
| CRD # | 148821 |
| SEC # | 801-132984 |
| CIK # | 0002028621 |
| AUM | 591.0 M (2026-03-23) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 320-252-6552 |
| Address | 622 Roosevelt Road St Cloud, MN 56301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 2.8 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 93.0 |
| (b) Individuals (high net worth individuals) | 176 | 400.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 28.8 |
| (h) Charitable organizations | 9 | 22.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.3 |
| (n) Other | 27 | 42.2 |
| Total | 1,427 | 591.0 |
| By Discretionary | ||
| Discretionary | 1,423 | 586.0 |
| Non-Discretionary | 4 | 5.0 |
| Total | 1,427 | 591.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.0 | |
| Total | 1,427 | 591.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002028621] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 105 |
| Serves | Institutional, Retail |
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