Overview
Assets Under Management: $1.3 billion
Headquarters: GREAT BARRINGTON, MA
High-Net-Worth Clients: 194
Average Client Assets: $4 million
Frequently Asked Questions
AMERICAN INVESTMENT SERVICES INC 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 #110043), AMERICAN INVESTMENT SERVICES INC is subject to fiduciary duty under federal law.
AMERICAN INVESTMENT SERVICES INC is headquartered in GREAT BARRINGTON, MA.
AMERICAN INVESTMENT SERVICES INC serves 194 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, AMERICAN INVESTMENT SERVICES INC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AMERICAN INVESTMENT SERVICES INC manages $1.3 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, AMERICAN INVESTMENT SERVICES INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,421
Discretionary Accounts: 1,421
Regulatory Filings
CRD Number: 110043
Filing ID: 1939239
Last Filing Date: 2025-03-31 12:24:00
Website: https://americaninvestment.com