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| Happy Holidays!! thanks for using AUM13F!! |
| Associated Investment Services Inc
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| CRD # | 1464 |
| SEC # | 801-71639 |
| CIK # | 0002042811, 0000020502 |
| AUM | $1.0 B (2025-06-13) |
| Employees | 62 (42% Investors, 82% Brokers) |
| Phone | 800-595-7722 |
| Address | 433 Main Street Green Bay, WI 54301-5114 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,394 | 804.2 |
| (b) Individuals (high net worth individuals) | 251 | 192.2 |
| (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 | 1.7 |
| (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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 5,050 | 1,000.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 5,050 | 1,000.6 |
| Total | 5,050 | 1,000.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,000.6 | |
| Total | 5,050 | 1,000.6 |
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KS | 1.0 |
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Holt Capital Advisors LLC
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TX | 1.0 |
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Avenir Corporation
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VA | 1.0 |
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NC | 1.0 |
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Cortland Associates Inc
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MO | 1.0 |
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Wellington Shields Capital Management LLC
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NY | 1.0 |
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Mattern Capital Management LLC
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CO | 1.0 |
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St Clair Advisors LLC
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OH | 1.0 |
|
Marshall & Sterling Wealth Advisors Inc
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NY | 1.0 |
|
Investment Advisory Group LLC
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FL | 1.0 |