Alexander Investment Services Co
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 1037
- Registered since
- November 7, 1974
- Website
- www.aisretirement.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.9%
- Individuals34.59%
- Pension & Profit Sharing Plans3.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Alexander Investment Services Co. is an SEC-registered independent broker‑dealer and insurance broker that provides both brokerage and advisory services to individual, family and institutional clients. Founded long enough to be SEC-registered in 1974, the firm is individually owned and combines financial planning with portfolio management for individuals, small businesses and institutional entities; its advisory scope also includes pension consulting. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1
Gerald Wells
Chief Financial OfficerCRD 729663
Contacts
3 of 12
Drew Adams
General Securities PrincipalCRD 5181929
Ancil Collett
Investment AdviserCRD 4355109
Michael Hanlein
Investment AdviserCRD 6677516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 909 Lily Creek Rd
- Time zone
- CT (UTC-6)
- Office locations
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