Applied Investment Strategies, LLC

Applied Investment Strategies, LLC (CRD# 290280) is a financial advisory firm headquartered in Amarillo, TX. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
600 South Tyler Street, Suite 1315, Amarillo, TX 79101
http://www.aisinvestments.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Market timing services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, TX

Financial Advisors at Applied Investment Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Ross, financial advisor Amarillo TX
Robert Ross
CRD#: 2669703
600 South Tyler Street, Suite 1315, Amarillo, TX 79101

Robert Ross (CRD# 2669703) is an Investment Advisor Representative working at Applied Investment Strategies, LLC in Amarillo, TX and has over 20 years of experience in the finance industry.

2
James Steele, financial advisor Amarillo TX
James P. Steele
CRD#: 6875414
600 South Tyler Street, Suite 1315, Amarillo, TX 79101

James Steele (CRD# 6875414) is an Investment Advisor Representative working at Applied Investment Strategies, LLC in Amarillo, TX and has over 6 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.

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