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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Advisory Services Group LLC
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| CRD # | 323361 |
| SEC # | 801-131285 |
| CIK # | 0001862931 |
| AUM | $132.1 M (2025-05-22) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 954-632-2555 |
| Address | 7100 W Camino Real Boca Raton, FL 33433 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.3 | ||
| United Parcel Service Inc | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Starbucks Corp | 0.8 | ||
| Apple Inc | 0.7 | ||
| Nvidia Corp | 0.5 | ||
| Ford Motor Co | 0.4 | ||
| International Business Machines Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 94.0 |
| (b) Individuals (high net worth individuals) | 25 | 37.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,066 | 132.1 |
| By Discretionary | ||
| Discretionary | 1,066 | 132.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,066 | 132.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.1 | |
| Total | 1,066 | 132.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001862931] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Feltl Advisors LLC
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|
MN | 0.1 |
|
Graetz Wealth LLC
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|
MI | 0.1 |
|
ULTA Wealth Management LLC
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|
NV | 0.1 |
|
LMPG Wealth Advisors LLC
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FL | 0.1 |
|
Delphi Management Inc
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|
0.1 | |
|
Granite State Retirement Planning Inc
✚
|
NH | 0.1 |
|
Harvest Financial Partners LLC
✚
|
PA | 0.1 |
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 0.1 |
|
MJB Asset Management LLC
✚
|
NY | 0.1 |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 0.1 |