Alexander Investment Services Co
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 1037
- Registered since
- November 7, 1974
- Website
- www.aisretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Other
- Client types
- HNWI47.88%
- Individuals42.55%
- Pension & Profit Sharing Plans9.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Alexander Investment Services Co. is a corporation operating as an independent broker-dealer that also provides advisory services to individuals, families and institutions. The firm is SEC-registered (registered in 1974) and is owned by an individual. Its advisory capabilities include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting services. Revenue is generated through a mix of percentage-of-AUM fees, fixed fees, commissions and other fee arrangements.
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities26%
- US Government Bonds1%
- Cash & Cash Equivalents1%
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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