American Investment Services

Trust Score 97%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


American Investment Services, federally registered in 1979, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 7 advisors. American Investment Services manages $919.7 million and provides investment advisory services for 454 clients (1:65 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $2,025,785
Hybrid Advisor No
Disciplinary History No
Total AUM $919.7 million
Advisor / Client Ratio 1:65
Headquarters Great Barrington, MA
SEC Filings Forms and Brochures    (CRD # 110043)
State(s) Registered AZ, CA, CT, FL, GA, IL, IN, LA, ME, MA, MI, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TX, VT, VA, WA

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