Investment Advisory Services Inc

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Assets, Funds, Holdings

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Investment Advisory Services Inc
CRD #112486
SEC #801-60648
CIK #0001862931
AUM $383.4 MM (2023-03-31)
Employees 6 (67% Investors, 0% Brokers)
Phone281-364-0606
Address9303 New Trails Drive
The Woodlands, TX 77381
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809001999200720152024
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 ($MM)
16012896643202021202220232024
AUM Breakdown Accounts AUM ($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
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