FINANCIAL INSTITUTION SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$258,694,487
Discretionary
$258,694,487
Non-discretionary
$0
Firm details
- CRD number
- 145269
- SEC file number
- 801-125970
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.advicefam.com
- Fee structure
-
Percentage of AUM
As of November 2026.