Advisory Investor Services LLC

Advisory Investor Services LLC (CRD# 173134) is a financial advisory firm headquartered in Weston, FL. They manage $33,963,188 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $738,330
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Advisory Investor Services LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel A. Martinez
CRD#: 5832289
1820 North Corporate Lakes Boulevard,, Unit 106, Weston, FL 33326
93
Wealthminder
score

Daniel Martinez (CRD# 5832289) is an Investment Advisor Representative working at Advisory Investor Services LLC in Weston, FL and has over 7 years of experience in the finance industry.

2
Iris T. Leon-Mujica
CRD#: 5779968
1820 North Corporate Lakes Boulevard,, Unit 106, Weston, FL 33326
88
Wealthminder
score

Iris Leon-Mujica (CRD# 5779968) is an Investment Advisor Representative working at Advisory Investor Services LLC in Weston, FL and has 1 year of experience in the finance industry.

3
Vicente A. Ferrera Azarak
CRD#: 4313925
1820 North Corporate Lakes Boulevard,, Unit 106, Weston, FL 33326
83
Wealthminder
score

Vicente Ferrera Azarak (CRD# 4313925) is an Investment Advisor Representative working at Advisory Investor Services LLC in Weston, FL and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.