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Building 2ASSOCIATED INVESTMENT SERVICES, INC.

Map pinGREEN BAY, WI
Phone800-595-7722
NotebookSEC #801-71639
Total AUM
$1.2B
Employees
60
Clients
3,853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 MAIN STREET
GREEN BAY
WI 54301-5114
United States
Operating Hours
8:00 AM - 5:00 PM CT
Monday - Friday
Phone
800-595-7722
Other Offices
35

ReceiptFinancials

Total AUM
$1.2B
Accounts
5,422
Discretionary
$0
Accounts
0
Non-Discretionary
$1.2B
Accounts
5,422

ContactClients

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Individual Clients
3,264
AUM
$711.6M
HNW Individual Clients
577
AUM
$452.6M
Charitable Organization Clients
5
AUM
$1.7M
Government Entity Clients
1
AUM
$1.8M
Corporation or Business Clients
6
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
MUTUAL FUND WRAP
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AZCACOFLGAIAILINLAMIMNMONCNENHNVOHSCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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