ADVISORY INVESTOR SERVICES LLC

1200 Brickell Avenue
Suite 250
Miami, Florida 33131
Tel: 786-462-6044

About ADVISORY INVESTOR SERVICES LLC

ADVISORY INVESTOR SERVICES LLC, formally registered with the SEC as ADVISORY INVESTOR SERVICES LLC. The firm was established in 11/26/2021. They have over 3 offices throughout the country.

ADVISORY INVESTOR SERVICES LLC is a Miami, Florida based Financial Planning firm with nearly $153,664,974 assets under management, offering retirement planning & investment advisory services to 205 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173134
SEC#	801-122774
Assets Managed by Firm	$153,664,974
No. of Clients	205
No. of Advisors	11

Fee Structure

A percentage of AUM
Other (CONSULTING FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	205	$153,664,974
Individuals (other than high net worth individuals)	73	$23,589,917
High net worth individuals	46	$37,146,905

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