ACCREDITED INVESTOR SERVICES, LLC
Legal name: AIS PLANNING
CRD #148821 SEC #801-132984 ST. CLOUD, MN (320) 252-6552
SEC Registered
Total AUM
$485.1M
Discretionary
$462.4M
Employees
12
Clients
--
Accounts
1,425
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $485.1M | $462.4M | $22.7M | 12 | 82 |
DateMay 2025
Total AUM$485.1M
Discretionary$462.4M
Non-Disc.$22.7M
Employees12
Clients82