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ADVISERS INVESTMENT MANAGEMENT, INC.
ADVISERS INVESTMENT MANAGEMENT,INC
CRD 112649 · SEC 801-66255
1255 LAKE PLAZA DR. SUITE 244, COLORADO SPRINGS, CO, 80906, United States
Phone
719-540-9990
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$105.2M
Discretionary AUM
$105.2M
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 553 | $74.6M |
| High net worth individuals | 19 | $29.5M |
| Pension/profit sharing plans | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD