| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Arnold Control | Director, Treasurer | Under 5% | 2023 |
| Anthony Philip Pecora | Chief Compliance Officer | Under 5% | 2015 |
| Associated Trust Company, N.A. Control | Sole Shareholder | Over 75% | 2016 |
Associated Investment Services, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
Associated Investment Services, Inc. reports 62 employees.
Associated Investment Services, Inc. is based in Green Bay, WI and has been SEC-registered since 2010.
Associated Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 433 Main Street, Green Bay, WI 54301-5114 |
| Phone | 800-595-7722 |
| Fax | 920-327-5674 |
| Office hours | 8:00 a.m. - 5:00 p.m. Ct |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 20502 |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $1B |
| Total (RAUM) | $1B |