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| Advisory Investor Services LLC
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|
|
|---|---|
| CRD # | 173134 |
| SEC # | 801-122774 |
| CIK # | |
| AUM | $209.9 M (2026-03-12) |
| Employees | 12 (50% Investors, 58% Brokers) |
| Phone | 786-462-6044 |
| Address | 1200 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 31.5 |
| (b) Individuals (high net worth individuals) | 44 | 32.5 |
| (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 | 58 | 145.8 |
| Total | 231 | 209.9 |
| By Discretionary | ||
| Discretionary | 195 | 153.8 |
| Non-Discretionary | 36 | 56.1 |
| Total | 231 | 209.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 181.1 | |
| United States Persons | 28.8 | |
| Total | 231 | 209.9 |
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|---|---|---|
|
Succession Financial Inc
✚
|
TX | 0.2 |
|
Smart Portfolios LLC
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|
WA | 0.2 |
|
Atlantic Family Wealth LLC
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|
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|
Daniel Investment Group Inc
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|
MI | 0.2 |
|
CornerStone Securities LLC
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|
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|
Huffman & Ross Wealth Management LLC
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|
WV | 0.2 |
|
Williams Financial LLC
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|
VT | 0.2 |
|
Sunstate Wealth Management LLC
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|
FL | 0.2 |
|
Runde & Co LLC
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|
WA | 0.2 |
|
Babb Wealth Advisors LLC
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|
AZ | 0.2 |