Associated Investment Services, INC.
Green Bay, WI·SEC-registered · CRD #1464
Associated Investment Services, INC. is an SEC-registered investment advisory firm in Green Bay, WI managing $1.2B across 11k client accounts, with 27 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
11k
Advisory staff
27
Fee model
Fee-only
How Associated Investment Services, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Associated Investment Services, INC.
How much does Associated Investment Services, INC. manage?
Per its most recent SEC Form ADV filing (04/06/2026), Associated Investment Services, INC. reports $1.2B in regulatory assets under management across roughly 11k client accounts.
How does Associated Investment Services, INC. charge?
Associated Investment Services, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Associated Investment Services, INC. a fiduciary?
Yes. Associated Investment Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #1464), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Associated Investment Services, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Associated Investment Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Green Bay, WI
Profile compiled from Associated Investment Services, INC.'s public SEC Form ADV filing (CRD #1464, filed 04/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Associated Investment Services, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Associated Investment Services, INC.? Claim this profile.