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Building 2AMERICAN INVESTMENT SERVICES INC

Map pinGREAT BARRINGTON, MA
Phone413-591-4445
NotebookSEC #801-14337
Total AUM
$1.1B
Employees
10
Clients
379

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 DIVISION STREET
GREAT BARRINGTON
MA 01230
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
413-591-4445

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,126
Discretionary
$1.1B
Accounts
1,126
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
202
AUM
$98.3M
HNW Individual Clients
157
AUM
$572.7M
Pension/Profit Sharing Plan Clients
1
AUM
$7M
Charitable Organization Clients
13
AUM
$272.8M
Corporation or Business Clients
6
AUM
$122.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAILINLAMAMEMINCNENHNJNVNYOHORPASCTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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