Investment Advisory Services Inc

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Assets, Funds, Holdings

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Investment Advisory Services Inc
CRD #108812
SEC #801-55352
CIK #0001862931, 0002099157
AUM
Employees
Phone503-227-5890
Address1331 SW Broadway
Portland, OR 97201
Source [IAPD] [EDGAR]
Total AUM ($M)
504030201002001200920172025
Sector Form 13F Holdings Value ($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 ($M)
16012896643202021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 37 40.3
By Discretionary
Discretionary 0 0.0
Non-Discretionary 37 40.3
Total 37 40.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 40.3
Total 37 40.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001862931]
13F-HR [0002099157]
Firm Profile (Form ADV)
ServesRetail
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