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ASSOCIATED INVESTMENT SERVICES, INC.
CRD 1464 · SEC 801-71639
433 MAIN STREET, GREEN BAY, WI, 54301-5114, United States
Phone
800-595-7722
Fax
920-327-5674
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.17B
Discretionary AUM
$0
Team
60 total employees; 27 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersMUTUAL FUND WRAP
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3264 | $711.6M |
| High net worth individuals | 577 | $452.6M |
| Charitable organizations | 5 | $1.7M |
| Corporations/business entities | 6 | $1.5M |
States served
AZ, CA, CO, GA, IL, IN, IA, LA, MI, MN, NE, NV, NC, OH, SC, TN, WI, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD