USA TAX & INSURANCE SERVICES, INC.
Legal name: AMERICAN INVESTMENT SERVICES
CRD #144088 SEC #801-68338 PALM HARBOR, FL 727-450-0970
SEC Registered
Total AUM
$43M
Discretionary
$42.4M
Employees
51
Clients
11
Accounts
594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2013 | $43M | $42.4M | $605.5K | 43 | 1,400 |
| Jan 2013 | $43M | $42.4M | $605.5K | 43 | 1,400 |
| Dec 2012 | $43M | $42.4M | $605.5K | 43 | 1,400 |
| Nov 2012 | $43M | $42.4M | $605.5K | 43 | 1,400 |
| Oct 2012 | $43M | $42.4M | $605.5K | 51 | 1,400 |
| Apr 2012 | $43M | $42.4M | $605.5K | 51 | 1,400 |
| Mar 2012 | $43M | $42.4M | $605.5K | 51 | 1,400 |
| Mar 2012 | $43M | $42.4M | $605.5K | 51 | 1,400 |
| Nov 2011 | $84.3M | $83.1M | $1.2M | 51 | 251 |
| Mar 2011 | $84.3M | $83.1M | $1.2M | 51 | -- |
| Mar 2011 | $84.3M | $83.1M | $1.2M | 51 | -- |
| Feb 2011 | $84.3M | $83.1M | $1.2M | 51 | -- |
| Jan 2011 | $63.6M | $58.5M | $5.1M | 51 | -- |
| Dec 2010 | $63.6M | $58.5M | $5.1M | 51 | -- |
| May 2010 | $63.6M | $58.5M | $5.1M | 51 | -- |
| Mar 2010 | $63.6M | $58.5M | $5.1M | 51 | -- |
| Mar 2009 | $25.3M | $25.3M | $0 | 51 | -- |
| Jan 2008 | $0 | $0 | $0 | -- | -- |
| Sep 2007 | $0 | $0 | $0 | -- | -- |
| Aug 2007 | $0 | $0 | $0 | -- | -- |
DateFeb 2013
Total AUM$43M
Discretionary$42.4M
Non-Disc.$605.5K
Employees43
Clients1,400
DateJan 2013
Total AUM$43M
Discretionary$42.4M
Non-Disc.$605.5K
Employees43
Clients1,400
DateDec 2012
Total AUM$43M
Discretionary$42.4M
Non-Disc.$605.5K
Employees43
Clients1,400
DateNov 2012
Total AUM$43M
Discretionary$42.4M
Non-Disc.$605.5K
Employees43
Clients1,400
DateOct 2012
Total AUM$43M
Discretionary$42.4M
Non-Disc.$605.5K
Employees51
Clients1,400
DateApr 2012
Total AUM$43M
Discretionary$42.4M
Non-Disc.$605.5K
Employees51
Clients1,400
DateMar 2012
Total AUM$43M
Discretionary$42.4M
Non-Disc.$605.5K
Employees51
Clients1,400
DateMar 2012
Total AUM$43M
Discretionary$42.4M
Non-Disc.$605.5K
Employees51
Clients1,400
DateNov 2011
Total AUM$84.3M
Discretionary$83.1M
Non-Disc.$1.2M
Employees51
Clients251
DateMar 2011
Total AUM$84.3M
Discretionary$83.1M
Non-Disc.$1.2M
Employees51
Clients--
DateMar 2011
Total AUM$84.3M
Discretionary$83.1M
Non-Disc.$1.2M
Employees51
Clients--
DateFeb 2011
Total AUM$84.3M
Discretionary$83.1M
Non-Disc.$1.2M
Employees51
Clients--
DateJan 2011
Total AUM$63.6M
Discretionary$58.5M
Non-Disc.$5.1M
Employees51
Clients--
DateDec 2010
Total AUM$63.6M
Discretionary$58.5M
Non-Disc.$5.1M
Employees51
Clients--
DateMay 2010
Total AUM$63.6M
Discretionary$58.5M
Non-Disc.$5.1M
Employees51
Clients--
DateMar 2010
Total AUM$63.6M
Discretionary$58.5M
Non-Disc.$5.1M
Employees51
Clients--
DateMar 2009
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees51
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--