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| Associated Investment Services Inc
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|
|---|---|
| CRD # | 1464 |
| SEC # | 801-71639 |
| CIK # | |
| AUM | $862.6 MM (2024-08-27) |
| Employees | 62 (44% Investors, 79% Brokers) |
| Phone | 800-595-7722 |
| Address | 433 Main Street Green Bay, WI 54301-5114 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,162 | 670.6 |
| (b) Individuals (high net worth individuals) | 245 | 187.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.4 |
| (i) State or municipal government entities | 0 | 1.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,578 | 862.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4,578 | 862.6 |
| Total | 4,578 | 862.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 862.6 | |
| Total | 4,578 | 862.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AA Financial Advisors LLC
✚
|
OH | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Estabrook Capital Management LLC
✚
|
NY | 0.9 |
|
JMAC Enterprises LLC
✚
|
PA | 0.9 |
|
Jackson Hole Capital Partners LLC
✚
|
OK | 0.9 |
|
Whittier Advisors LLC
✚
|
CA | 0.9 |
|
Park Piedmont Advisors LLC
✚
|
IL | 0.9 |
|
Donald L Hagan LLC
✚
|
FL | 0.9 |
|
Symphony Financial Ltd Co
✚
|
TX | 0.9 |
|
AWM Capital LLC
✚
|
AZ | 0.9 |