AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Overview

American Independent Securities Group, LLC operates as an independent broker-dealer and insurance broker that serves both high-net-worth individuals and institutional clients. The firm leans heavily toward equity-driven portfolios, with a stated preference for exchange-traded equities as its primary exposure. Its advisory services span financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting support, and educational workshops — a mix that signals a hybrid business model combining transactional brokerage and advisory relationships rather than a wholly discretionary asset-management focus. Business activity and fee options are varied: the firm charges percentage-of-AUM fees for some advisory mandates and also offers hourly and fixed-fee engagements. That, together with the low level of discretionary mandates relative to total assets, suggests many client relationships are advisory or brokerage in nature where clients retain final direction over trades. The firm is not positioned as an ESG-focused manager and does not operate as a multi-state registered adviser.

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Public Holdings

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Location & Offices