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Building 2AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Map pinEAGLE, ID
Phone208-489-3131
NotebookSEC #801-69138
Total AUM
$986.3M
Employees
49
Clients
4,385

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
664 S RIVERSHORE LANE STE 150
EAGLE
ID 83616
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
208-489-3131
Other Offices
36

ReceiptFinancials

Total AUM
$986.3M
Accounts
4,385
Discretionary
$53.6M
Accounts
342
Non-Discretionary
$932.7M
Accounts
4,043

ContactClients

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Individual Clients
3,902
AUM
$578.3M
HNW Individual Clients
437
AUM
$389.1M
Pension/Profit Sharing Plan Clients
18
AUM
$5.5M
Charitable Organization Clients
13
AUM
$4.9M
Corporation or Business Clients
15
AUM
$8.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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