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ADVISORY INVESTOR SERVICES LLC

CRD 173134 · SEC 801-122774

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1200 BRICKELL AVENUE, SUITE 250, MIAMI, FL, 33131, United States

Phone

786-462-6044

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$209.9M

Discretionary AUM

$153.8M

Team

12 total employees; 6 advisory reps

Clients

—

Fees

Percentage of AUM; CONSULTING FEES

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Portfolio management (individuals)Selection of other advisersCONSULTING SERVICES

Client types

TypeClientsAUM
Individuals87$31.5M
High net worth individuals44$32.5M

States served

TX, FL

All web addresses on file

Official SEC filing: View on IAPD