|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Alexander Investment Services Co
✚
|
|
|---|---|
| CRD # | 1037 |
| SEC # | 801-10334 |
| CIK # | 0000003475 |
| AUM | $641.4 M (2025-02-04) |
| Employees | 13 (92% Investors, 100% Brokers) |
| Phone | 502-459-4414 |
| Address | 909 Lily Creek Road 101 Louisville, KY 40243-2808 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,065 | 215.9 |
| (b) Individuals (high net worth individuals) | 107 | 282.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 70 | 142.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,242 | 641.4 |
| By Discretionary | ||
| Discretionary | 1 | 7.9 |
| Non-Discretionary | 1,241 | 633.4 |
| Total | 1,242 | 641.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 641.4 | |
| Total | 1,242 | 641.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schwarz Dygos Wheeler Investment Advisors LLC
✚
|
MN | 0.6 |
|
Compass Advisory Group LLC
✚
|
NY | 0.6 |
|
SFG Wealth Management LLC
✚
|
MD | 0.6 |
|
Sivia Capital Partners LLC
✚
|
CA | 0.6 |
|
Tucker Asset Management LLC
✚
|
CO | 0.6 |
|
Tilson Financial Group Inc
✚
|
NJ | 0.6 |
|
Oneascent Investment Solutions LLC
✚
|
AL | 0.6 |
|
Boone Wealth Advisors LLC
✚
|
WA | 0.6 |
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Financial Partners Group LLC
✚
|
TN | 0.6 |