Alexander Investment Services Company

Alexander Investment Services Company (CRD# 1037) is a financial advisory firm headquartered in Louisville, KY. They manage $488,668,503 in 1,165 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
909 Lily Creek Road #101, Louisville, KY 40243
https://www.aisretirement.com
By the Numbers
  • Total Assets Under Management
    489
    MILLION
  • Total Number of Accounts
    1,165
    ACCOUNTS
  • Average Account Value
    $419,458
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, KY, NJ, OH, PA, SC, TN, VA, WV

Financial Advisors at Alexander Investment Services Company
Showing 11 - 11 of 11 top financial advisors.
11
Thomas Wilson, financial advisor Louisville KY
Thomas C. Wilson
CRD#: 1356727
909 Lily Creek Road #101, Louisville, KY 40243

Thomas Wilson (CRD# 1356727) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 38 years of experience in the finance industry.

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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.

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