Financial Institution Services, LLC
Financial Institution Services, LLC is an SEC-registered mass-market adviser with $258.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Financial Institution Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145269, SEC 801-125970, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $258.7M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 332
- CRD
- 145269
- Ownership
- SHINK, DAVID, GREGORY
How much AUM does Financial Institution Services, LLC have?
Financial Institution Services, LLC reported $258.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Financial Institution Services, LLC?
Disclosed owners and executives of Financial Institution Services, LLC include SHINK, DAVID, GREGORY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.