Associated Investor Services, Inc.
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 133356
- Website
- www.afc-ais.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Associated Investor Services, Inc. is a Florida-based corporate independent RIA that serves individual and family clients. The firm is state-registered in Florida and reports a domestic ownership structure. Its advisory offering centers on financial planning and pension consulting, and it charges clients on hourly and fixed-fee bases rather than percentage-of-assets fees. The firm does not act as a capital allocator and lists an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 2699 Stirling Rd
- Time zone
- ET (UTC-5)
- Office locations
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