RIA Intel›Advisers›FINANCIAL INSTITUTION SERVICES, LLC

FINANCIAL INSTITUTION SERVICES, LLC

Advisory

N·

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM
$259M
1-Year AUM Growth
+17.4%
3-Year CAGR
+22.5%
Employees
2
Assets Under Management
Total AUM$259M
Discretionary AUM$259M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients330
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingMay 26, 2022
Latest FilingFeb 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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