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AMERICAN INDEPENDENT SECURITIES GROUP, LLC

664 S Rivershore Lane Ste 150
Eagle, Idaho 83616
Tel: 208-489-3131

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About AMERICAN INDEPENDENT SECURITIES GROUP, LLC

AMERICAN INDEPENDENT SECURITIES GROUP, LLC, formally registered with the SEC as AMERICAN INDEPENDENT SECURITIES GROUP, LLC. The firm was established in 05/27/2008. They have over 29 offices throughout the country.

AMERICAN INDEPENDENT SECURITIES GROUP, LLC is a Eagle, Idaho based Financial Planning firm with nearly $513,341,332 assets under management, offering retirement planning & investment advisory services to 2830 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#135288
SEC#801-69138
Assets Managed by Firm$513,341,332
No. of Clients2830
No. of Advisors33

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total2830$513,341,332
Individuals (other than high net worth individuals)2605$314,150,984
High net worth individuals209$188,029,604
Pension and profit sharing plans11$8,842,293
Charitable organizations2$696,567
Corporations or other businesses3$1,621,884

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