ADVISORY INVESTOR SERVICES LLC
CRD #173134 SEC #801-122774 MIAMI, FL 786-462-6044
SEC Registered
Total AUM
$181.2M
Discretionary
$140.2M
Employees
11
Clients
--
Accounts
208
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $181.2M | $140.2M | $41.1M | 11 | 0 |
| Apr 2025 | $181.2M | $140.2M | $41.1M | 11 | 0 |
| Apr 2025 | $181.2M | $140.2M | $41.1M | 11 | 0 |
| Feb 2025 | $153.7M | $137.4M | $16.3M | 11 | 0 |
| Feb 2024 | $194.7M | $179.7M | $15M | 15 | 1 |
| May 2023 | $166.3M | $163.9M | $2.4M | 14 | 0 |
| Mar 2023 | $166.3M | $163.9M | $2.4M | 14 | 0 |
| Aug 2022 | $203.1M | $202.7M | $349.5K | 14 | 0 |
| Feb 2022 | $203.1M | $202.7M | $349.5K | 14 | 0 |
| Dec 2021 | $114.9M | $114.7M | $263.2K | 13 | 0 |
| Oct 2021 | $114.9M | $114.7M | $263.2K | 13 | 0 |
| Jun 2015 | $0 | $0 | $0 | 4 | 0 |
| May 2015 | $0 | $0 | $0 | 4 | 0 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
| Nov 2014 | $0 | $0 | $0 | 4 | 0 |
| Oct 2014 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$181.2M
Discretionary$140.2M
Non-Disc.$41.1M
Employees11
Clients0
DateApr 2025
Total AUM$181.2M
Discretionary$140.2M
Non-Disc.$41.1M
Employees11
Clients0
DateApr 2025
Total AUM$181.2M
Discretionary$140.2M
Non-Disc.$41.1M
Employees11
Clients0
DateFeb 2025
Total AUM$153.7M
Discretionary$137.4M
Non-Disc.$16.3M
Employees11
Clients0
DateFeb 2024
Total AUM$194.7M
Discretionary$179.7M
Non-Disc.$15M
Employees15
Clients1
DateMay 2023
Total AUM$166.3M
Discretionary$163.9M
Non-Disc.$2.4M
Employees14
Clients0
DateMar 2023
Total AUM$166.3M
Discretionary$163.9M
Non-Disc.$2.4M
Employees14
Clients0
DateAug 2022
Total AUM$203.1M
Discretionary$202.7M
Non-Disc.$349.5K
Employees14
Clients0
DateFeb 2022
Total AUM$203.1M
Discretionary$202.7M
Non-Disc.$349.5K
Employees14
Clients0
DateDec 2021
Total AUM$114.9M
Discretionary$114.7M
Non-Disc.$263.2K
Employees13
Clients0
DateOct 2021
Total AUM$114.9M
Discretionary$114.7M
Non-Disc.$263.2K
Employees13
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0