AMERICAN INVESTMENT SERVICES INC - Financial Advisor in Massachusetts, Great Barrington

Tel: 888-528-1216 250 Division Street Great Barrington, Massachusetts 01230

About AMERICAN INVESTMENT SERVICES INC

AMERICAN INVESTMENT SERVICES INC is a Great Barrington, Massachusetts based financial advisory firm with nearly $1,243,691,845 in assets under management and provides investment advisory services for 1473 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

110043

Firm SEC#:

801-14337

Assets Under Management:

$1,243,691,845

No. of Clients:

1473

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Subscription fees, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Massachusetts?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Massachusetts, Great Barrington

FirmCRD#:149592

SEC#:801-77696

No. of Advisors:2

No. of Clients:232

AUM:$285,789,462

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ROCKINGSTONE ADVISORS

149592

801-77696

232

$285,789,462

Explore More Financial Advisor Firms in Great Barrington, Massachusetts >>