ASSOCIATED INVESTMENT SERVICES, INC. - Financial Advisor in Wisconsin, Green Bay

Tel: 800-595-7722 433 Main Street Green Bay, Wisconsin 54301-5114

About ASSOCIATED INVESTMENT SERVICES, INC.

ASSOCIATED INVESTMENT SERVICES, INC. is a Green Bay, Wisconsin based financial advisory firm with nearly $1,000,633,569 in assets under management and provides investment advisory services for 5050 clients. There are currently 62 financial advisors at the firm.

General Information

Firm CRD#:

1464

Firm SEC#:

801-71639

Assets Under Management:

$1,000,633,569

No. of Clients:

5050

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (MUTUAL FUND WRAP)

Fee Structure:

A percentage of AUM

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