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| Investment Advisory Services Group LLC
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|---|---|
| CRD # | 323361 |
| SEC # | 801-131285 |
| CIK # | 0001862931, 0002099157 |
| AUM | 179.3 M (2026-02-18) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 954-632-2555 |
| Address | 7100 W Camino Real Boca Raton, FL 33433 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Alphabet Inc | 2.2 | ||
| Amazon Com Inc | 2.2 | ||
| Microsoft Corp | 1.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.6 | ||
| Netflix Inc | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Facebook Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 642 | 113.2 |
| (b) Individuals (high net worth individuals) | 44 | 64.4 |
| (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 | 8 | 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 | 2 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,232 | 179.3 |
| By Discretionary | ||
| Discretionary | 1,232 | 179.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,232 | 179.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.3 | |
| Total | 1,232 | 179.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862931] | |
| 13F-HR | [0002099157] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 28 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Winter & Associates Inc
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|
MN | 179.7 M |
|
Keen Capital Ltd
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|
Leeds Capital Group LLC
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|
Rare Wolf Capital LLC
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WA | 179.6 M |
|
Allaria Asset Management LLC
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|
Beers Kight Financial Advisors LLC
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|
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|
Waystone Advisors LLC
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|
179.3 M | |
|
Dowling Financial Services Inc
✚
|
CT | 179.3 M |
|
Brighttree Wealth Management LLC
✚
|
179.0 M | |
|
Parvin Asset Management LLC
✚
|
SD | 179.0 M |