664 S Rivershore Lane Ste 150
Eagle, Idaho 83616
Tel: 208-489-3131
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 135288 |
SEC# | 801-69138 |
Assets Managed by Firm | $513,341,332 |
No. of Clients | 2830 |
No. of Advisors | 33 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2830 | $513,341,332 |
Individuals (other than high net worth individuals) | 2605 | $314,150,984 |
High net worth individuals | 209 | $188,029,604 |
Pension and profit sharing plans | 11 | $8,842,293 |
Charitable organizations | 2 | $696,567 |
Corporations or other businesses | 3 | $1,621,884 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,361,493,116 | 386 | 63 | |
$3,797,719,931 | 78 | 10 | |
$2,856,919,716 | 463 | 34 | |
$1,931,996,135 | 801 | 6 | |
$1,380,795,719 | 2334 | 19 |
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