ACCREDITED INVESTOR SERVICES, INC.
Legal name: AIS PLANNING
CRD #121085 SEC #801-61240 ST. CLOUD, MN 320-252-6522
SEC Registered
Total AUM
$159.1M
Discretionary
$0
Employees
5
Clients
101
Accounts
185
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2007 | $159.1M | $0 | $159.1M | 5 | -- |
| Mar 2006 | $128M | $0 | $128M | 5 | -- |
| May 2005 | $59.8M | $0 | $59.8M | 5 | -- |
DateJan 2007
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees5
Clients--
DateMar 2006
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees5
Clients--
DateMay 2005
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees5
Clients--