RIA Intel›Advisers›Arizona›ADVISOR SERVICES, INC.

ADVISOR SERVICES, INC.

Advisory

TUCSON, AZ

Data as of Apr 20, 2021 · Source: SEC Form ADV

Average account
$247K
across 180 accounts
AUM per adviser
$44M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 20, 2021.

Total AUM
$44M
Discretionary %
100%
Clients
180
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$44M
Discretionary AUM$44M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients180
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

CAPITAL GROUP, INC.
TEMPE, AZ
$44M
-12.7% 1Y
TRENDSTAT CAPITAL MANAGEMENT INC.
SCOTTSDALE, AZ
$45M
+169.6% 1Y
INVEST SMART USA, INC.
SCOTTSDALE, AZ
$45M
LINX EQUITIES, LLC
$43M
VICTORY WEALTH SERVICES, LLC
PRESCOTT, AZ
$45M
MORRIS, MICHELLE JEAN
PRESCOTT, AZ
$43M

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