| Name | Title | Ownership | Since |
|---|---|---|---|
| Andreina Garcia Control | Managing Director | 50-75% | 2014 |
| Daniel Alexander Martinez | Member Coo | Under 5% | 2017 |
| Iris Tibisay Leon-Mujica Control | Chief Compliance Officer | Under 5% | 2020 |
Advisory Investor Services LLC reports $181.2 million in regulatory assets under management on its Form ADV.
Advisory Investor Services LLC reports 11 employees.
Advisory Investor Services LLC is based in Miami, FL and has been SEC-registered since 2021.
Advisory Investor Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1200 Brickell Avenue, Suite 250, Miami, FL 33131 |
| Phone | 786-462-6044 |
| Office hours | 9:00 a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $140.2M |
| Non-discretionary | $41.1M |
| Total (RAUM) | $181.2M |