← Back to searchVisit website
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD 135288 · SEC 801-69138
664 S RIVERSHORE LANE STE 150, EAGLE, ID, 83616, United States
Phone
208-489-3131
Fax
208-489-3123
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$986.3M
Discretionary AUM
$53.6M
Team
49 total employees; 49 advisory reps; 4385 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3902 | $578.3M |
| High net worth individuals | 437 | $389.1M |
| Pension/profit sharing plans | 18 | $5.5M |
| Charitable organizations | 13 | $4.9M |
| Corporations/business entities | 15 | $8.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD