ACCREDITED INVESTOR SERVICES, LLC
Doing business as AIS PLANNING. SEC Form ADV profile.
Total regulatory AUM
$590,985,738
Discretionary
$585,971,551
Non-discretionary
$5,014,187
Firm details
- CRD number
- 148821
- SEC file number
- 801-132984
- Main office
- ST. CLOUD, MN, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.