Ast Investment Services, INC.
Shelton, CT·SEC-registered · CRD #108897
Ast Investment Services, INC. is an SEC-registered investment advisory firm in Shelton, CT managing $91B across 19 client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$91B
Client accounts
19
Advisory staff
9
Fee model
Fee-only
How Ast 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 Ast Investment Services, INC.
How much does Ast Investment Services, INC. manage?
Per its most recent SEC Form ADV filing (05/22/2026), Ast Investment Services, INC. reports $91B in regulatory assets under management across roughly 19 client accounts.
How does Ast Investment Services, INC. charge?
Ast 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 Ast Investment Services, INC. a fiduciary?
Yes. Ast Investment Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #108897), 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 Ast 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 Ast Investment Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Shelton, CT
Profile compiled from Ast Investment Services, INC.'s public SEC Form ADV filing (CRD #108897, filed 05/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ast 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 Ast Investment Services, INC.? Claim this profile.