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AIS PLANNING
ACCREDITED INVESTOR SERVICES, LLC
CRD 148821 · SEC 801-132984
622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301, United States
Phone
(320) 252-6552
Fax
(320) 252-6534
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$591.0M
Discretionary AUM
$586.0M
Team
13 total employees; 9 advisory reps; 105 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 320 | $93.0M |
| High net worth individuals | 176 | $400.7M |
| Pension/profit sharing plans | 24 | $28.8M |
| Charitable organizations | 9 | $22.0M |
| Corporations/business entities | 5 | $4.3M |
States served
AZ, MN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD