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FINANCIAL INSTITUTION SERVICES, LLC
CRD 145269 · SEC 801-125970
MI, United States
Phone
248-661-8190
Fax
248-639-7645
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.7M
Discretionary AUM
$258.7M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 282 | $122.0M |
| High net worth individuals | 50 | $136.7M |
States served
MI, MN, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD