RIA Intel›Advisers›Wisconsin›ASSOCIATED INVESTMENT SERVICES, INC.

ASSOCIATED INVESTMENT SERVICES, INC.

Advisory

N·GREEN BAY, WI

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
+4.3%
3-Year CAGR
-4.0%
Employees
27
Assets Under Management
Total AUM$1.2B
Discretionary AUM$0
Non-Discretionary AUM$1.2B
Discretionary %0%
Total Clients3,655
Team
Total Employees27
Investment Advisers60
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record84
First FilingJun 25, 2010
Latest FilingMar 5, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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