AMERICAN INVESTMENT SERVICES INC

250 Division Street
Great Barrington, Massachusetts 01230
Tel: 888-528-1216

About AMERICAN INVESTMENT SERVICES INC

AMERICAN INVESTMENT SERVICES INC, formally registered with the SEC as AMERICAN INVESTMENT SERVICES INC. The firm was established in 02/05/1979. They have over 1 offices throughout the country.

AMERICAN INVESTMENT SERVICES INC is a Great Barrington, Massachusetts based Financial Planning firm with nearly $1,243,691,845 assets under management, offering retirement planning & investment advisory services to 1473 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110043
SEC#	801-14337
Assets Managed by Firm	$1,243,691,845
No. of Clients	1473
No. of Advisors	11

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1473	$1,243,691,845
Individuals (other than high net worth individuals)	277	$121,191,398
High net worth individuals	207	$792,655,144
Pension and profit sharing plans	Fewer than 5 clients	$5,402,370
Charitable organizations	10	$233,897,738
Corporations or other businesses	5	$90,545,195

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