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| Happy Holidays!! thanks for using AUM13F!! |
| American Independent Securities Group LLC
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| CRD # | 135288 |
| SEC # | 801-69138 |
| CIK # | |
| AUM | $604.9 M (2025-03-25) |
| Employees | 34 (100% Investors, 100% Brokers) |
| Phone | 208-489-3131 |
| Address | 664 S Rivershore Lane Ste 150 Eagle, ID 83616 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,657 | 365.7 |
| (b) Individuals (high net worth individuals) | 309 | 231.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 3.4 |
| (h) Charitable organizations | 8 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,987 | 604.9 |
| By Discretionary | ||
| Discretionary | 328 | 67.3 |
| Non-Discretionary | 2,659 | 537.6 |
| Total | 2,987 | 604.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 604.9 | |
| Total | 2,987 | 604.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Capital Group California Inc
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|
CA | 0.6 |
|
Sageguard Financial Group LLC
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|
TN | 0.6 |
|
Sovereign Wealth Advisors LLC
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|
TX | 0.6 |
|
Verde Capital Management Inc
✚
|
MI | 0.6 |
|
Marotta Asset Management Inc
✚
|
VA | 0.6 |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 0.6 |
|
Saaga LLC
✚
|
FL | 0.6 |
|
Marcellus Investment Managers Private Limited
✚
|
0.6 | |
|
Lunt Capital Management Inc
✚
|
UT | 0.6 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.6 |