ADVISORY INVESTOR SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$209,858,162
Discretionary
$153,793,834
Non-discretionary
$56,064,328
Firm details
- CRD number
- 173134
- SEC file number
- 801-122774
- Main office
- MIAMI, FL, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of November 2026.