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| Keyboard |
| American Independent Securities Group LLC
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|---|---|
| CRD # | 135288 |
| SEC # | 801-69138 |
| CIK # | |
| AUM | 986.3 M (2026-03-31) |
| Employees | 49 (100% Investors, 94% Brokers) |
| Phone | 208-489-3131 |
| Address | 664 S Rivershore Lane Ste 150 Eagle, ID 83616 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,902 | 578.3 |
| (b) Individuals (high net worth individuals) | 437 | 389.1 |
| (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 | 18 | 5.5 |
| (h) Charitable organizations | 13 | 4.9 |
| (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 | 15 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,385 | 986.3 |
| By Discretionary | ||
| Discretionary | 342 | 53.6 |
| Non-Discretionary | 4,043 | 932.7 |
| Total | 4,385 | 986.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 986.3 | |
| Total | 4,385 | 986.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4,385 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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|
Garrett Wealth Advisory Group LLC
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