American Investment Services Inc

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Assets, Funds, Holdings

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American Investment Services Inc
CRD #110043
SEC #801-14337
CIK #1369913
AUM $919.7 MM (100% Disc, 99% US, 2019-03-30)
Employees10 (70% Investors, 0% Brokers)
Phone888-528-1216
Address250 Division Street
Great Barrington, MA 01230
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
95576457338219102000200620132020
Sector Issuer Cap ($MM) Value ($MM)
IAU 30.8
VZ 224,690.0 26.5
VUG 22.4
XOM 194,220.0 16.9
IBM 108,110.0 15.0
CVX 174,190.0 13.4
SHY 10.6
VTV 10.0
PFE 208,250.0 9.8
VBR 7.6
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Comparable Firms State AUM ($BB)
Palisade Asset Management LLC
MN 0.9
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MA 0.9
TPG Financial Advisors LLC
OR 0.9
Executive Wealth Management LLC
MI 0.9
Wingate Wealth Advisors Inc
MA 0.9
Pacific Portfolio Consulting LP
WA 0.9
Counterpoint Capital LLC
NY 0.9
Prudential Securities Incorporated
NY 0.9
Maybry McShane Family Offices LLC
NC 0.9
The Longchamp Group Inc
NY 0.9
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