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ASSOCIATED INVESTMENT SERVICES, INC.
433 Main Street
Green Bay, Wisconsin 54301-5114
Tel: 800-595-7722
About ASSOCIATED INVESTMENT SERVICES, INC.
ASSOCIATED INVESTMENT SERVICES, INC, formally registered with the SEC as ASSOCIATED INVESTMENT SERVICES, INC. The firm was established in 07/01/2010. They have over 34 offices throughout the country.
ASSOCIATED INVESTMENT SERVICES, INC. is a Green Bay, Wisconsin based Financial Planning firm with nearly $1,000,633,569 assets under management, offering retirement planning & investment advisory services to 5050 clients. The firm is staffed with 62 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 1464 |
| SEC# | 801-71639 |
| Assets Managed by Firm | $1,000,633,569 |
| No. of Clients | 5050 |
| No. of Advisors | 62 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (MUTUAL FUND WRAP)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5050 | $1,000,633,569 |
| Individuals (other than high net worth individuals) | 3394 | $804,185,116 |
| High net worth individuals | 251 | $192,244,812 |
| Charitable organizations | 5 | $1,662,352 |
| Corporations or other businesses | 5 | $866,770 |
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