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| Keyboard |
| American Investment Services Inc
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|---|---|
| CRD # | 110043 |
| SEC # | 801-14337 |
| CIK # | 0001369913 |
| AUM | 1,073.0 M (2026-03-31) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 413-591-4445 |
| Address | 250 Division Street Great Barrington, MA 01230 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 43.5 | ||
| Chevron Corp | 11.8 | ||
| Verizon Communications Inc | 9.5 | ||
| iShares Comex Gold Trust | 8.0 | ||
| Merck & Co Inc | 8.0 | ||
| Johnson & Johnson | 5.4 | ||
| Amgen Inc | 4.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 98.3 |
| (b) Individuals (high net worth individuals) | 157 | 572.7 |
| (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 | 7.0 |
| (h) Charitable organizations | 13 | 272.8 |
| (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 | 122.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,126 | 1,073.0 |
| By Discretionary | ||
| Discretionary | 1,126 | 1,073.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,126 | 1,073.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,073.0 | |
| Total | 1,126 | 1,073.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001369913] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sterling Investment Advisors Ltd
✚
|
PA | 1,075.8 M |
|
Fulcrum Capital LLC
✚
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WA | 1,075.3 M |
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Allen Mooney & Barnes Investment Advisors LLC
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GA | 1,074.8 M |
|
Elwood & Goetz Wealth Advisory Group LLC
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GA | 1,073.8 M |
|
Mattern Capital Management LLC
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|
CO | 1,073.7 M |
|
Spinnaker Investment Group LLC
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CA | 1,072.9 M |
|
Providence Capital Advisors LLC
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NC | 1,072.1 M |
|
Occidental Asset Management LLC
✚
|
CA | 1,071.8 M |
|
Balboa Wealth Partners Inc
✚
|
AZ | 1,070.3 M |
|
Concord Wealth Partners
✚
|
VA | 1,069.9 M |