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| American Investment Services Inc
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| |
|---|---|
| CRD # | 110043 |
| SEC # | 801-14337 |
| CIK # | 0001369913 |
| AUM | $1.2 BB (2024-03-29) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 888-528-1216 |
| Address | 250 Division Street Great Barrington, MA 01230 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 36.6 | ||
| AAPL | 2,382,844.0 | 15.7 | |
| GOOG | 1,482,566.4 | 11.8 | |
| VZ | 211,914.0 | 10.2 | |
| IAU | 9.8 | ||
| DOW | 38,247.2 | 8.0 | |
| MMM | 74,165.4 | 7.6 | |
| MA | 309,583.1 | 6.8 | |
| GOOGL | 1,475,138.5 | 5.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 121.2 |
| (b) Individuals (high net worth individuals) | 207 | 792.7 |
| (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 | 5.4 |
| (h) Charitable organizations | 10 | 233.9 |
| (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 | 5 | 90.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,473 | 1,243.7 |
| By Discretionary | ||
| Discretionary | 1,473 | 1,243.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,473 | 1,243.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 40.4 | |
| United States Persons | 1,203.3 | |
| Total | 1,473 | 1,243.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001369913] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Raymond James USA Ltd
✚
|
1.3 | |
|
Weatherly Asset Management LP
✚
|
CA | 1.3 |
|
Midwestern Securities Trading Company LLC
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|
IL | 1.3 |
|
Atlas Private Wealth Management LLC
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|
NY | 1.3 |
|
Godsey & GIBB Inc
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|
VA | 1.3 |
|
Mediqus Asset Advisors Inc
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IL | 1.3 |
|
Clarity Financial LLC
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|
TX | 1.2 |
|
Clearwater Capital Advisors LLC
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|
IL | 1.2 |
|
Fiduciary Alliance LLC
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|
SC | 1.2 |
|
Liberty Wealth Management LLC
✚
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CA | 1.2 |