Alexander Investment Services Company

Alexander Investment Services Company (CRD# 1037) is a financial advisory firm headquartered in Louisville, KY. They manage $134,534,894 in 992 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
909 Lily Creek Road #101, Louisville, KY 40243
http://www.aisretirement.com
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    992
    ACCOUNTS
  • Average Account Value
    $135,620
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

KY

Financial Advisors at Alexander Investment Services Company
Showing 1 - 2 of 2 top financial advisors.
1
John Frymire, financial advisor Louisville KY
John M. Frymire
CRD#: 3084350
909 Lily Creek Road #101, Louisville, KY 40243
103
Wealthminder
score

John Frymire (CRD# 3084350) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 17 years of experience in the finance industry. John Frymire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

John Frymire specializes in investment management, private wealth management, retirement planning, and retirement plan services for businesses.

2
Drew Adams, financial advisor Harlan KY
Drew S. Adams
CRD#: 5181929
Hendrickson Building - Suite 207, P.o. Box 1728, Harlan, KY 40831
93
Wealthminder
score

Drew Adams (CRD# 5181929) is an Investment Advisor Representative working at Alexander Investment Services Company in Harlan, KY and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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