← Back to searchVisit website
ALEXANDER INVESTMENT SERVICES CO.
CRD 1037 · SEC 801-10334
909 LILY CREEK ROAD #101, LOUISVILLE, KY, 40243-2808, United States
Phone
502-459-4414
Fax
502-459-7535
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$496.3M
Discretionary AUM
$12.3M
Team
12 total employees; 10 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1117 | $171.7M |
| High net worth individuals | 123 | $307.2M |
| Pension/profit sharing plans | 10 | $17.4M |
States served
CA, CO, IL, IN, KY, NJ, OH, PA, SC, TN, VA, WV, FL
All web addresses on file
Official SEC filing: View on IAPD