Advisory Investor Services LLC
Advisory Investor Services LLC is an SEC-registered ria in Miami, FL with $209.9M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Advisory Investor Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173134, SEC 801-122774, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $209.9M (2026-03-12)
- Firm type
- Ria
- Location
- Miami, FL
- Employees
- 12
- Clients
- 189
- CRD
- 173134
- Ownership
- GARCIA, ANDREINA; LEON-MUJICA, IRIS, TIBISAY; FERRERA AZARAK, VICENTE, ALEXANDER; MARTINEZ, DANIEL, ALEXANDER
How much AUM does Advisory Investor Services LLC have?
Advisory Investor Services LLC reported $209.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Advisory Investor Services LLC?
Disclosed owners and executives of Advisory Investor Services LLC include GARCIA, ANDREINA, LEON-MUJICA, IRIS, TIBISAY, FERRERA AZARAK, VICENTE, ALEXANDER, MARTINEZ, DANIEL, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.