Associated Investment Services, Inc.
Associated Investment Services, Inc. (CRD# 1464) is a financial advisory firm headquartered in Green Bay, WI. They manage $862,552,767 in 4,578 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
Associated Investment Services, Inc.
By the Numbers
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Total Assets Under Management863MILLION
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Total Number of Accounts4,578ACCOUNTS
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Average Account Value$188,413
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI
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