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Investment Advisory Services Inc
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CRD # | 112486 |
SEC # | 801-60648 |
CIK # | 0001862931 |
AUM | $383.4 MM (2023-03-31) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 281-364-0606 |
Address | 9303 New Trails Drive The Woodlands, TX 77381 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 4.4 | |
UPS | 157,208.0 | 2.8 | |
SBUX | 87,554.3 | 0.9 | |
COST | 207,576.9 | 0.6 | |
AMZN | 1,092,997.8 | 0.5 | |
MAR | 45,393.0 | 0.3 | |
DJP | 0.3 | ||
AAPL | 2,382,844.0 | 0.3 | |
BA | 82,059.9 | 0.3 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 82 | 359.5 |
(b) Individuals (high net worth individuals) | 112 | 22.8 |
(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 | 1 | 0.7 |
(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 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 743 | 383.4 |
By Discretionary | ||
Discretionary | 743 | 383.4 |
Non-Discretionary | 0 | 0.0 |
Total | 743 | 383.4 |
By Non-United States Persons | ||
Non-United States Persons | 383.4 | |
United States Persons | 0.0 | |
Total | 743 | 383.4 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001862931] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Financial Connections Group Inc
✚
|
CA | 0.4 |
Keel Wealth Management LLC
✚
|
TX | 0.4 |
Fischer Investment Group Inc
✚
|
NY | 0.4 |
Karpas Strategies LLC
✚
|
CT | 0.4 |
Wellington Shields & Co LLC
✚
|
NY | 0.4 |
Allen Wealth Management LLC
✚
|
NC | 0.4 |
Walter C Flower & Co Inc
✚
|
LA | 0.4 |
Bromfield Sneider Wealth Advisors Inc
✚
|
MA | 0.4 |
Financial Designs Corporation
✚
|
CA | 0.4 |
McCollum Christoferson Group LLC
✚
|
NY | 0.4 |