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ASSOCIATED INVESTMENT SERVICES, INC.
Tel: 800-595-7722
433 Main Street Green Bay, Wisconsin 54301-5114
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
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
Firm CRD#:
1464
SEC#:
801-71639
No. of Clients:
5050
Assets under Management
$1,000,633,569
No. of Advisors:
62
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