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| Happy Holidays!! thanks for using AUM13F!! |
| Advisory Investor Services LLC
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| CRD # | 173134 |
| SEC # | 801-122774 |
| CIK # | |
| AUM | $181.2 M (2025-04-17) |
| Employees | 11 (45% Investors, 64% Brokers) |
| Phone | 786-462-6044 |
| Address | 1200 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 24.7 |
| (b) Individuals (high net worth individuals) | 47 | 35.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 50 | 121.5 |
| Total | 208 | 181.2 |
| By Discretionary | ||
| Discretionary | 187 | 140.2 |
| Non-Discretionary | 21 | 41.1 |
| Total | 208 | 181.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 163.3 | |
| United States Persons | 18.0 | |
| Total | 208 | 181.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alexis Investment Partners LLC
✚
|
0.2 | |
|
Attentive Investments LLC
✚
|
CA | 0.2 |
|
Sackett Wealth Advisors Inc
✚
|
CA | 0.2 |
|
CornerStone Alternatives LLC
✚
|
SC | 0.2 |
|
The Westchester Group LLC
✚
|
0.2 | |
|
Financial Management Inc
✚
|
AR | 0.2 |
|
ACME Jack Investments LLC
✚
|
0.2 | |
|
Arista Advisory Group LLC
✚
|
NY | 0.2 |
|
SFC Financial LLC
✚
|
MO | 0.2 |
|
The Eideard Group LLC
✚
|
NH | 0.2 |