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Financial Institution Services, LLC

● SEC registered since 2022CRD 145269SEC# 801-125970
Export (members)
Reg. AUM
$220.4M
Employees
3
Accounts
947
Location
—

Financial Institution Services, LLC assets under management

Financial Institution Services, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $220.4 million in regulatory assets under management and employs 3 people.
www.advicefam.comView on SEC.gov ↗

Financial Institution Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Gregory Shink ControlManaging Member/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Financial Institution Services, LLC manage?

Financial Institution Services, LLC reports $220.4 million in regulatory assets under management on its Form ADV.

How many employees does Financial Institution Services, LLC have?

Financial Institution Services, LLC reports 3 employees.

Does Financial Institution Services, LLC disclose fund performance?

Financial Institution Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone248-661-8190
Fax248-639-7645
Office hours9a.m. To 5p.m. Via Phone, In Office By Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$220.4M
Non-discretionary$0
Total (RAUM)$220.4M