Overview
Assets Under Management: $195 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 104
Average Client Assets: $1.5 million
Frequently Asked Questions
ADVISORY INVESTOR SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173134), ADVISORY INVESTOR SERVICES LLC is subject to fiduciary duty under federal law.
ADVISORY INVESTOR SERVICES LLC is headquartered in MIAMI, FL.
ADVISORY INVESTOR SERVICES LLC serves 104 high-net-worth clients according to their SEC filing dated February 16, 2024. View client details ↓
According to their SEC Form ADV, ADVISORY INVESTOR SERVICES LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
ADVISORY INVESTOR SERVICES LLC manages $195 million in client assets according to their SEC filing dated February 16, 2024.
According to their SEC Form ADV, ADVISORY INVESTOR SERVICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.71%
Average Client Assets: $1.5 million
Total Client Accounts: 273
Discretionary Accounts: 254
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 173134
Filing ID: 1817066
Last Filing Date: 2024-02-16 10:50:00