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AMERICAN INVESTMENT SERVICES INC
CRD 110043 · SEC 801-14337
250 DIVISION STREET, GREAT BARRINGTON, MA, 01230, United States
Phone
413-591-4445
Fax
413-528-0008
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.07B
Team
10 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $98.3M |
| High net worth individuals | 157 | $572.7M |
| Charitable organizations | 13 | $272.8M |
| Corporations/business entities | 6 | $122.2M |
States served
VT, AZ, CA, GA, IL, IN, LA, ME, MA, MI, NE, NV, NJ, NY, NC, OH, OR, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD