Overview
Assets Under Management: $605 million
Headquarters: EAGLE, ID
High-Net-Worth Clients: 309
Average Client Assets: $749,341
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 309
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.28
Average High-Net-Worth Client Assets: $749,341
Total Client Accounts: 2,987
Discretionary Accounts: 328
Non-Discretionary Accounts: 2,659
Regulatory Filings
CRD Number: 135288
Filing ID: 1965544
Last Filing Date: 2025-03-25 14:55:00
Website: https://americanisg.com