American Investment Services Inc.

American Investment Services Inc. (CRD# 110043) is a financial advisory firm headquartered in Great Barrington, MA. They manage $1,243,691,845 in 1,473 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,244
    MILLION
  • Total Number of Accounts
    1,473
    ACCOUNTS
  • Average Account Value
    $844,326
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, IN, LA, MA, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA

Financial Advisors at American Investment Services Inc.
Showing 1 - 7 of 7 top financial advisors.
1
John L. Barry
CRD#: 2576952
250 Division Street, Great Barrington, MA 01230

John Barry (CRD# 2576952) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 29 years of experience in the finance industry.

2
Luke F. Delorme
CRD#: 6628294
250 Division Street, Great Barrington, MA 01230

Luke Delorme (CRD# 6628294) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 7 years of experience in the finance industry.

3
Seth L. Hoffman
CRD#: 4644285
250 Division Street, Great Barrington, MA 01230

Seth Hoffman (CRD# 4644285) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 21 years of experience in the finance industry.

4
Charles D. Murphy
CRD#: 4803191
250 Division Street, Great Barrington, MA 01230

Charles Murphy (CRD# 4803191) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 20 years of experience in the finance industry.

5
David F. St. Peter
CRD#: 5145213
250 Division Street, Great Barrington, MA 01230

David St. Peter (CRD# 5145213) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 18 years of experience in the finance industry.

6
Matthew J. Svirida
CRD#: 2907955
250 Division Street, Great Barrington, MA 01230

Matthew Svirida (CRD# 2907955) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 26 years of experience in the finance industry.

7
A. Mackenzie W. Waggaman
CRD#: 4742004
250 Division Street, Great Barrington, MA 01230

A. Mackenzie Waggaman (CRD# 4742004) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 20 years of experience in the finance industry.

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