American Investment Services Inc.

American Investment Services Inc. (CRD# 110043) is a financial advisory firm headquartered in Great Barrington, MA. They manage $647,841,873 in 1,118 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    648
    MILLION
  • Total Number of Accounts
    1,118
    ACCOUNTS
  • Average Account Value
    $579,465
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
  • 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
  • Publication of periodicals or newsletters
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.

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

Financial Advisors at American Investment Services Inc.
Showing 1 - 6 of 6 top financial advisors.
1
David F. St. Peter
CRD#: 5145213
250 Division Street, Great Barrington, MA 01230
96
Wealthminder
score

David St. Peter (CRD# 5145213) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 12 years of experience in the finance industry.

2
John L. Barry
CRD#: 2576952
250 Division Street, Great Barrington, MA 01230
93
Wealthminder
score

John Barry (CRD# 2576952) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 22 years of experience in the finance industry.

3
Seth L. Hoffman
CRD#: 4644285
250 Division Street, Great Barrington, MA 01230
93
Wealthminder
score

Seth Hoffman (CRD# 4644285) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 14 years of experience in the finance industry.

4
Charles D. Murphy
CRD#: 4803191
250 Division Street, Great Barrington, MA 01230
93
Wealthminder
score

Charles Murphy (CRD# 4803191) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 13 years of experience in the finance industry.

5
Matthew J. Svirida
CRD#: 2907955
250 Division Street, Great Barrington, MA 01230
93
Wealthminder
score

Matthew Svirida (CRD# 2907955) 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.

6
A. Mackenzie W. Waggaman
CRD#: 4742004
250 Division Street, Great Barrington, MA 01230
93
Wealthminder
score

A. Mackenzie Waggaman (CRD# 4742004) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 13 years of experience in the finance industry.

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