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 |
Explore More Retirement Advisors in Eagle, Idaho