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Alexander Investment Services Co.

● SEC registered since 1974CRD 1037SEC# 801-10334Louisville, KY
Export (members)
Reg. AUM
$641.4M
Employees
13
Accounts
1,242
Location
Louisville, KY

Alexander Investment Services Co. assets under management

Alexander Investment Services Co. is an investment advisory firm registered with the SEC based in Louisville, KY. The firm has been registered since 1974. It reports $641.4 million in regulatory assets under management and employs 13 people.

Alexander Investment Services Co. owners & executives

5 reported
NameTitleOwnershipSince
Gerald Andrew Wells ControlOwner, Principal, Director10-25%1998
Leo Andrew Hanlein ControlOwner, Principal, Director, President50-75%1998
Richard Lynn Fox ControlOwner, Principal, Director, Vice-President10-25%1996
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Frequently asked questions

How much does Alexander Investment Services Co. manage?

Alexander Investment Services Co. reports $641.4 million in regulatory assets under management on its Form ADV.

How many employees does Alexander Investment Services Co. have?

Alexander Investment Services Co. reports 13 employees.

Where is Alexander Investment Services Co. located?

Alexander Investment Services Co. is based in Louisville, KY and has been SEC-registered since 1974.

Does Alexander Investment Services Co. disclose fund performance?

Alexander Investment Services Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address909 Lily Creek Road #101, Louisville, KY 40243-2808
Phone502-459-4414
Fax502-459-7535
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK3475
Discloses disciplinary historyYes

Assets under management

Discretionary$7.9M
Non-discretionary$633.4M
Total (RAUM)$641.4M