FindingFraud.org


Blog
Contact
Initial
Research

AMERICAN INVESTMENT SERVICES INC
AMERICAN INVESTMENT SERVICES INC (CRD# 110043) is an SEC-Registered Investment Advisor (RIA), headquartered in Great Barrington, MA. The SEC approved the firm to operate as an RIA in Feb 1979. In Apr 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $950.0 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 1% .  
 
AMERICAN INVESTMENT SERVICES INC also reported in Apr 2018:
  • 10 employees, with 7 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AMERICAN INVESTMENT SERVICES INC has no disclosure events reported to the SEC at this time.
 

View AMERICAN INVESTMENT SERVICES INC's most recent Form ADV filing
 


AMERICAN INVESTMENT SERVICES INC has Notice Filings with the following State Securities Authorities: AZ-Jun 2012, CA-Mar 2005, CT-Mar 2005, FL-Mar 2005, GA-Mar 2005 , IL-Mar 2005, IN-Mar 2006, LA-Apr 2015, MA-Apr 1994, ME-Mar 2014 , MI-Nov 2011, NC-Mar 2005, NE-Jan 2006, NH-Jan 2006, NJ-Mar 2005 , NV-Mar 2017, NY-Jan 1983, OH-Mar 2005, OR-Apr 2011, PA-Mar 2005 , SC-Sep 2011, TX-Mar 2005, VA-Mar 2005, VT-Jan 2006, WA-Mar 2005

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.