Overview
Assets Under Management: $220 million
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL INSTITUTION 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 #145269), FINANCIAL INSTITUTION SERVICES, LLC is subject to fiduciary duty under federal law.
FINANCIAL INSTITUTION SERVICES, LLC serves 49 high-net-worth clients according to their SEC filing dated March 06, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL INSTITUTION SERVICES, LLC offers portfolio management for individuals. View all service details ↓
FINANCIAL INSTITUTION SERVICES, LLC manages $220 million in client assets according to their SEC filing dated March 06, 2025.
According to their SEC Form ADV, FINANCIAL INSTITUTION SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 947
Discretionary Accounts: 947
Regulatory Filings
CRD Number: 145269
Filing ID: 1952393
Last Filing Date: 2025-03-06 16:54:00
Website: https://adviceman.net