AMERICAN INVESTMENT SERVICES INC
Firm details
- Headquarters
- GREAT BARRINGTON, Massachusetts
- CRD number
- 110043
- Registered since
- February 5, 1979
- Website
- americaninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.38%
- Charitable Organizations25.43%
- Corporations / Businesses11.38%
- Individuals9.16%
- Pension & Profit Sharing Plans0.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
American Investment Services Inc is an independent registered investment adviser that has been SEC-registered since 1979. The firm operates as a capital allocator for individual and family clients as well as institutional accounts, charging a percentage-of-AUM fee. Its advisory activities include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party managers. The firm is not identified 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
- Public Funds/Mutual Funds86%
- Exchange Traded Equities6%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 4JOHN BARRY
President, CEOCRD 2576952
Tricia Storti
Chief Operating OfficerCRD 7889547
SANDRA POTTER-STEVENSON
Chief Compliance OfficerCRD 6847682
Contacts
3 of 8NELSON FURLANO
Founder and PrincipalCRD 6424178
ROY BOUFFARD
Principal & Financial AdvisorCRD 1002734
James Lordeman
TrusteeCRD 7889545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$400M in ETFs
62%
$249M
34%
$151M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $43.5M | 469,354 | 10.88% |
Location
GREAT BARRINGTON, MA
BERKSHIRE
Location
GREAT BARRINGTON, MA
Headquartered in GREAT BARRINGTON, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- BERKSHIRE
- Address
- 250 Division St
- Time zone
- ET (UTC-5)
- Office locations
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