Advisory Investor Services LLC
● SEC registered since 2021CRD 173134SEC# 801-122774Miami, FL
Reg. AUM
$209.9M
Employees
12
Accounts
231
Location
Miami, FL
Advisory Investor Services LLC assets under management
Advisory Investor Services LLC operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2021. It reports $209.9 million in regulatory assets under management and employs 12 people.
Advisory Investor Services LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andreina Garcia Control | Managing Director | 50-75% | 2014 |
| Daniel Alexander Martinez | Member Coo | Under 5% | 2017 |
| Iris Tibisay Leon-Mujica Control | Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Advisory Investor Services LLC manage?
Advisory Investor Services LLC reports $209.9 million in regulatory assets under management on its Form ADV.
How many employees does Advisory Investor Services LLC have?
Advisory Investor Services LLC reports 12 employees.
Where is Advisory Investor Services LLC located?
Advisory Investor Services LLC is based in Miami, FL and has been SEC-registered since 2021.
Does Advisory Investor Services LLC disclose fund performance?
Advisory Investor Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Brickell Avenue, Suite 250, Miami, FL 33131 |
| Phone | 786-462-6044 |
| Office hours | 9:00 a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.9M▲ 37%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$209.9Mregulatory AUM
Discretionary $153.8MNon-discretionary $56.1M