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| Keyboard |
| Financial Institution Services LLC
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|---|---|
| CRD # | 145269 |
| SEC # | 801-125970 |
| CIK # | |
| AUM | 258.7 M (2026-04-07) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 248-661-8190 |
| Address | |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 122.0 |
| (b) Individuals (high net worth individuals) | 50 | 136.7 |
| (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 | 966 | 258.7 |
| By Discretionary | ||
| Discretionary | 966 | 258.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 966 | 258.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.7 | |
| Total | 966 | 258.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
IL | 259.9 M |
|
Finley Financial LLC
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|
NV | 259.8 M |
|
Private Wealth Consulting LLC
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|
259.3 M | |
|
Revel Wealth Management LLC
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|
NJ | 258.9 M |
|
Equity Wealth Partners LLC
✚
|
MO | 258.6 M |
|
AFT Forsyth and Company Inc
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|
FL | 258.6 M |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 258.5 M |
|
Kamichu Wealth Management LLC
✚
|
258.1 M | |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 257.6 M |
|
Dogwood Wealth Management LLC
✚
|
KS | 257.2 M |