ASSOCIATED INVESTMENT SERVICES, INC.
CRD #1464 SEC #801-71639 GREEN BAY, WI 800-595-7722
SEC Registered Broker-Dealer Disclosures
Total AUM
$1B
Discretionary
$0
Employees
62
Clients
--
Accounts
5,050
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1B | $0 | $1B | 62 | 0 |
| Aug 2025 | $1B | $0 | $1B | 62 | 0 |
| Jun 2025 | $1B | $0 | $1B | 62 | 0 |
| Jun 2025 | $1B | $0 | $1B | 62 | 0 |
| Mar 2025 | $1B | $0 | $1B | 62 | 0 |
| Feb 2025 | $1B | $0 | $1B | 62 | 0 |
| Jan 2025 | $862.6M | $0 | $862.6M | 62 | 0 |
| Jan 2025 | $862.6M | $0 | $862.6M | 62 | 0 |
| Dec 2024 | $862.6M | $0 | $862.6M | 62 | 0 |
| Aug 2024 | $862.6M | $0 | $862.6M | 62 | 0 |
| Apr 2024 | $862.6M | $0 | $862.6M | 62 | 0 |
| Mar 2024 | $862.6M | $0 | $862.6M | 62 | 0 |
| Feb 2024 | $827.3M | $0 | $827.3M | 59 | 0 |
| May 2023 | $827.3M | $0 | $827.3M | 59 | 0 |
| Mar 2023 | $827.3M | $0 | $827.3M | 59 | 0 |
| Sep 2022 | $1B | $0 | $1B | 61 | 0 |
| Aug 2022 | $1B | $0 | $1B | 61 | 0 |
| Mar 2022 | $1B | $0 | $1B | 61 | 0 |
| Mar 2022 | $973.1M | $0 | $973.1M | 63 | 0 |
| Mar 2022 | $973.1M | $0 | $973.1M | 63 | 0 |
| Feb 2022 | $973.1M | $0 | $973.1M | 63 | 0 |
| Dec 2021 | $973.1M | $0 | $973.1M | 63 | 0 |
| Aug 2021 | $973.1M | $0 | $973.1M | 63 | 0 |
| Jul 2021 | $973.1M | $0 | $973.1M | 63 | 0 |
| Jul 2021 | $973.1M | $0 | $973.1M | 63 | 0 |
| Jun 2021 | $973.1M | $0 | $973.1M | 63 | 0 |
| Mar 2021 | $973.1M | $0 | $973.1M | 63 | 0 |
| Jan 2021 | $809.4M | $0 | $809.4M | 71 | 0 |
| Aug 2020 | $809.4M | $0 | $809.4M | 71 | 0 |
| Aug 2020 | $809.4M | $0 | $809.4M | 71 | 0 |
| Jul 2020 | $809.4M | $0 | $809.4M | 71 | 0 |
| Jun 2020 | $809.4M | $0 | $809.4M | 71 | 0 |
| Jun 2020 | $809.4M | $0 | $809.4M | 71 | 0 |
| May 2020 | $809.4M | $0 | $809.4M | 71 | 0 |
| Mar 2020 | $809.4M | $0 | $809.4M | 71 | 0 |
| Mar 2020 | $645.8M | $645.8M | $0 | 69 | 0 |
| Sep 2019 | $645.8M | $645.8M | $0 | 69 | 0 |
| Mar 2019 | $645.8M | $645.8M | $0 | 69 | 0 |
| Feb 2019 | $634.2M | $0 | $634.2M | 72 | 0 |
| Jul 2018 | $634.2M | $0 | $634.2M | 72 | 0 |
| Jun 2018 | $634.2M | $0 | $634.2M | 72 | 0 |
| Apr 2018 | $634.2M | $0 | $634.2M | 72 | 0 |
| Mar 2018 | $634.2M | $0 | $634.2M | 72 | 0 |
| Oct 2017 | $582.6M | $0 | $582.6M | 70 | 0 |
| Jul 2017 | $476M | $0 | $476M | 66 | 2,600 |
| Jun 2017 | $476M | $0 | $476M | 66 | 2,600 |
| Jun 2017 | $476M | $0 | $476M | 66 | 2,600 |
| Jun 2017 | $476M | $0 | $476M | 66 | 2,600 |
| May 2017 | $476M | $0 | $476M | 66 | 2,600 |
| Mar 2017 | $476M | $0 | $476M | 66 | 2,600 |
| Oct 2016 | $404.7M | $0 | $404.7M | 68 | 2,200 |
| Oct 2016 | $308.6M | $0 | $308.6M | 68 | 2,200 |
| Jun 2016 | $308.6M | $0 | $308.6M | 68 | 2,200 |
| Jun 2016 | $308.6M | $0 | $308.6M | 68 | 2,200 |
| Mar 2016 | $308.6M | $0 | $308.6M | 68 | 2,200 |
| Feb 2016 | $276.9M | $2.3M | $274.6M | 100 | 1,700 |
| Oct 2015 | $276.9M | $2.3M | $274.6M | 100 | 1,700 |
| Sep 2015 | $276.9M | $2.3M | $274.6M | 100 | 1,700 |
| Jul 2015 | $276.9M | $2.3M | $274.6M | 100 | 1,700 |
| Jun 2015 | $276.9M | $2.3M | $274.6M | 100 | 1,700 |
| Apr 2015 | $276.9M | $2.3M | $274.6M | 100 | 1,700 |
| Mar 2015 | $276.9M | $2.3M | $274.6M | 100 | 1,700 |
| Dec 2014 | $279.8M | $0 | $279.8M | 104 | 1,600 |
| Oct 2014 | $279.8M | $0 | $279.8M | 104 | 1,600 |
| Sep 2014 | $279.8M | $0 | $279.8M | 104 | 1,600 |
| Sep 2014 | $279.8M | $0 | $279.8M | 104 | 1,600 |
| Sep 2014 | $279.8M | $0 | $279.8M | 104 | 1,600 |
| Jul 2014 | $288.5M | $0 | $288.5M | 104 | 1,600 |
| Mar 2014 | $257.1M | $0 | $257.1M | 104 | 1,600 |
| Dec 2013 | $180.3M | $0 | $180.3M | 110 | 1,000 |
| Oct 2013 | $180.3M | $0 | $180.3M | 110 | 1,000 |
| Aug 2013 | $180.3M | $0 | $180.3M | 110 | 1,000 |
| Jul 2013 | $180.3M | $0 | $180.3M | 110 | 1,000 |
| May 2013 | $180.3M | $0 | $180.3M | 110 | 1,000 |
| Mar 2013 | $180.3M | $0 | $180.3M | 110 | 1,000 |
| Dec 2012 | $110.4M | $0 | $110.4M | 104 | 700 |
| Aug 2012 | $110.4M | $0 | $110.4M | 51 | 700 |
| Jul 2012 | $110.4M | $0 | $110.4M | 51 | 700 |
| Jun 2012 | $110.4M | $0 | $110.4M | 51 | 700 |
| Jun 2012 | $110.4M | $0 | $110.4M | 51 | 700 |
| May 2012 | $110.4M | $0 | $110.4M | 51 | 700 |
| Mar 2012 | $110.4M | $0 | $110.4M | 51 | 700 |
| Mar 2012 | $110.4M | $0 | $110.4M | 51 | 700 |
| Nov 2011 | $54M | $0 | $54M | 51 | 526 |
| Nov 2011 | $54M | $0 | $54M | 51 | 526 |
| Mar 2011 | $54M | $0 | $54M | 51 | -- |
| Jan 2011 | $35.3M | $0 | $35.3M | 51 | -- |
| Dec 2010 | $35.3M | $0 | $35.3M | 51 | -- |
| Sep 2010 | $35.3M | $0 | $35.3M | 51 | -- |
| Aug 2010 | $35.3M | $0 | $35.3M | 51 | -- |
| Jun 2010 | $35.3M | $0 | $35.3M | 51 | -- |
DateSep 2025
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees62
Clients0
DateAug 2025
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees62
Clients0
DateJun 2025
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees62
Clients0
DateJun 2025
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees62
Clients0
DateMar 2025
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees62
Clients0
DateFeb 2025
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees62
Clients0
DateJan 2025
Total AUM$862.6M
Discretionary$0
Non-Disc.$862.6M
Employees62
Clients0
DateJan 2025
Total AUM$862.6M
Discretionary$0
Non-Disc.$862.6M
Employees62
Clients0
DateDec 2024
Total AUM$862.6M
Discretionary$0
Non-Disc.$862.6M
Employees62
Clients0
DateAug 2024
Total AUM$862.6M
Discretionary$0
Non-Disc.$862.6M
Employees62
Clients0
DateApr 2024
Total AUM$862.6M
Discretionary$0
Non-Disc.$862.6M
Employees62
Clients0
DateMar 2024
Total AUM$862.6M
Discretionary$0
Non-Disc.$862.6M
Employees62
Clients0
DateFeb 2024
Total AUM$827.3M
Discretionary$0
Non-Disc.$827.3M
Employees59
Clients0
DateMay 2023
Total AUM$827.3M
Discretionary$0
Non-Disc.$827.3M
Employees59
Clients0
DateMar 2023
Total AUM$827.3M
Discretionary$0
Non-Disc.$827.3M
Employees59
Clients0
DateSep 2022
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees61
Clients0
DateAug 2022
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees61
Clients0
DateMar 2022
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees61
Clients0
DateMar 2022
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateMar 2022
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateFeb 2022
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateDec 2021
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateAug 2021
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateJul 2021
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateJul 2021
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateJun 2021
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateMar 2021
Total AUM$973.1M
Discretionary$0
Non-Disc.$973.1M
Employees63
Clients0
DateJan 2021
Total AUM$809.4M
Discretionary$0
Non-Disc.$809.4M
Employees71
Clients0
DateAug 2020
Total AUM$809.4M
Discretionary$0
Non-Disc.$809.4M
Employees71
Clients0
DateAug 2020
Total AUM$809.4M
Discretionary$0
Non-Disc.$809.4M
Employees71
Clients0
DateJul 2020
Total AUM$809.4M
Discretionary$0
Non-Disc.$809.4M
Employees71
Clients0
DateJun 2020
Total AUM$809.4M
Discretionary$0
Non-Disc.$809.4M
Employees71
Clients0
DateJun 2020
Total AUM$809.4M
Discretionary$0
Non-Disc.$809.4M
Employees71
Clients0
DateMay 2020
Total AUM$809.4M
Discretionary$0
Non-Disc.$809.4M
Employees71
Clients0
DateMar 2020
Total AUM$809.4M
Discretionary$0
Non-Disc.$809.4M
Employees71
Clients0
DateMar 2020
Total AUM$645.8M
Discretionary$645.8M
Non-Disc.$0
Employees69
Clients0
DateSep 2019
Total AUM$645.8M
Discretionary$645.8M
Non-Disc.$0
Employees69
Clients0
DateMar 2019
Total AUM$645.8M
Discretionary$645.8M
Non-Disc.$0
Employees69
Clients0
DateFeb 2019
Total AUM$634.2M
Discretionary$0
Non-Disc.$634.2M
Employees72
Clients0
DateJul 2018
Total AUM$634.2M
Discretionary$0
Non-Disc.$634.2M
Employees72
Clients0
DateJun 2018
Total AUM$634.2M
Discretionary$0
Non-Disc.$634.2M
Employees72
Clients0
DateApr 2018
Total AUM$634.2M
Discretionary$0
Non-Disc.$634.2M
Employees72
Clients0
DateMar 2018
Total AUM$634.2M
Discretionary$0
Non-Disc.$634.2M
Employees72
Clients0
DateOct 2017
Total AUM$582.6M
Discretionary$0
Non-Disc.$582.6M
Employees70
Clients0
DateJul 2017
Total AUM$476M
Discretionary$0
Non-Disc.$476M
Employees66
Clients2,600
DateJun 2017
Total AUM$476M
Discretionary$0
Non-Disc.$476M
Employees66
Clients2,600
DateJun 2017
Total AUM$476M
Discretionary$0
Non-Disc.$476M
Employees66
Clients2,600
DateJun 2017
Total AUM$476M
Discretionary$0
Non-Disc.$476M
Employees66
Clients2,600
DateMay 2017
Total AUM$476M
Discretionary$0
Non-Disc.$476M
Employees66
Clients2,600
DateMar 2017
Total AUM$476M
Discretionary$0
Non-Disc.$476M
Employees66
Clients2,600
DateOct 2016
Total AUM$404.7M
Discretionary$0
Non-Disc.$404.7M
Employees68
Clients2,200
DateOct 2016
Total AUM$308.6M
Discretionary$0
Non-Disc.$308.6M
Employees68
Clients2,200
DateJun 2016
Total AUM$308.6M
Discretionary$0
Non-Disc.$308.6M
Employees68
Clients2,200
DateJun 2016
Total AUM$308.6M
Discretionary$0
Non-Disc.$308.6M
Employees68
Clients2,200
DateMar 2016
Total AUM$308.6M
Discretionary$0
Non-Disc.$308.6M
Employees68
Clients2,200
DateFeb 2016
Total AUM$276.9M
Discretionary$2.3M
Non-Disc.$274.6M
Employees100
Clients1,700
DateOct 2015
Total AUM$276.9M
Discretionary$2.3M
Non-Disc.$274.6M
Employees100
Clients1,700
DateSep 2015
Total AUM$276.9M
Discretionary$2.3M
Non-Disc.$274.6M
Employees100
Clients1,700
DateJul 2015
Total AUM$276.9M
Discretionary$2.3M
Non-Disc.$274.6M
Employees100
Clients1,700
DateJun 2015
Total AUM$276.9M
Discretionary$2.3M
Non-Disc.$274.6M
Employees100
Clients1,700
DateApr 2015
Total AUM$276.9M
Discretionary$2.3M
Non-Disc.$274.6M
Employees100
Clients1,700
DateMar 2015
Total AUM$276.9M
Discretionary$2.3M
Non-Disc.$274.6M
Employees100
Clients1,700
DateDec 2014
Total AUM$279.8M
Discretionary$0
Non-Disc.$279.8M
Employees104
Clients1,600
DateOct 2014
Total AUM$279.8M
Discretionary$0
Non-Disc.$279.8M
Employees104
Clients1,600
DateSep 2014
Total AUM$279.8M
Discretionary$0
Non-Disc.$279.8M
Employees104
Clients1,600
DateSep 2014
Total AUM$279.8M
Discretionary$0
Non-Disc.$279.8M
Employees104
Clients1,600
DateSep 2014
Total AUM$279.8M
Discretionary$0
Non-Disc.$279.8M
Employees104
Clients1,600
DateJul 2014
Total AUM$288.5M
Discretionary$0
Non-Disc.$288.5M
Employees104
Clients1,600
DateMar 2014
Total AUM$257.1M
Discretionary$0
Non-Disc.$257.1M
Employees104
Clients1,600
DateDec 2013
Total AUM$180.3M
Discretionary$0
Non-Disc.$180.3M
Employees110
Clients1,000
DateOct 2013
Total AUM$180.3M
Discretionary$0
Non-Disc.$180.3M
Employees110
Clients1,000
DateAug 2013
Total AUM$180.3M
Discretionary$0
Non-Disc.$180.3M
Employees110
Clients1,000
DateJul 2013
Total AUM$180.3M
Discretionary$0
Non-Disc.$180.3M
Employees110
Clients1,000
DateMay 2013
Total AUM$180.3M
Discretionary$0
Non-Disc.$180.3M
Employees110
Clients1,000
DateMar 2013
Total AUM$180.3M
Discretionary$0
Non-Disc.$180.3M
Employees110
Clients1,000
DateDec 2012
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees104
Clients700
DateAug 2012
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees51
Clients700
DateJul 2012
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees51
Clients700
DateJun 2012
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees51
Clients700
DateJun 2012
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees51
Clients700
DateMay 2012
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees51
Clients700
DateMar 2012
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees51
Clients700
DateMar 2012
Total AUM$110.4M
Discretionary$0
Non-Disc.$110.4M
Employees51
Clients700
DateNov 2011
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees51
Clients526
DateNov 2011
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees51
Clients526
DateMar 2011
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees51
Clients--
DateJan 2011
Total AUM$35.3M
Discretionary$0
Non-Disc.$35.3M
Employees51
Clients--
DateDec 2010
Total AUM$35.3M
Discretionary$0
Non-Disc.$35.3M
Employees51
Clients--
DateSep 2010
Total AUM$35.3M
Discretionary$0
Non-Disc.$35.3M
Employees51
Clients--
DateAug 2010
Total AUM$35.3M
Discretionary$0
Non-Disc.$35.3M
Employees51
Clients--
DateJun 2010
Total AUM$35.3M
Discretionary$0
Non-Disc.$35.3M
Employees51
Clients--