1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AMERICAN INVESTMENT SERVICES

Map pinPALM HARBOR, FL
Phone727-450-0970
NotebookSEC #801-68338
Total AUM
$43M
Employees
43
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4114 WOODLANDS PKWY
SUITE 402
PALM HARBOR
FL 34685
United States
Operating Hours
9 AM- 5 PM
Monday - Friday
Phone
727-450-0970

ReceiptFinancials

Total AUM
$43M
Accounts
594
Discretionary
$42.4M
Accounts
591
Non-Discretionary
$605.5K
Accounts
3

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account