Financial Institution Services LLC

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Assets, Funds, Holdings

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Financial Institution Services LLC
CRD #145269
SEC #801-125970
CIK #
AUM $173.2 MM (2024-02-20)
Employees 2 (50% Investors, 0% Brokers)
Phone248-661-8190
Address2975 The Peaks Lane
Las Vegas, NV 89138
Source [IAPD] [Website]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 270 84.5
(b) Individuals (high net worth individuals) 47 88.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 809 173.2
By Discretionary
Discretionary 809 173.2
Non-Discretionary 0 0.0
Total 809 173.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 173.2
Total 809 173.2
Comparable Firms State AUM ($BB)
Nvest Wealth Strategies Inc
OH 0.2
Eliot Finkel Investment Counsel LLC
CA 0.2
Alcosta Capital Management Inc
CA 0.2
Commons Capital LLC
MA 0.2
McBroom & Associates LLC
NV 0.2
Shelter Rock Management LLC
NY 0.2
Tilia Fiduciary Partners Inc
NC 0.2
Utopia Wealth Management LLC
FL 0.2
Ascend Interplay LLC
NY 0.2
JHP Wealth Management LLC
CO 0.2
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