American Investment Services Inc
● SEC registered since 1979CRD 110043SEC# 801-14337Great Barrington, MA
Reg. AUM
$1.07B
Employees
10
Accounts
1,126
Location
Great Barrington, MA
American Investment Services Inc assets under management
American Investment Services Inc is a registered investment adviser overseen by the SEC based in Great Barrington, MA. The firm has been registered since 1979. It reports $1.1 billion in regulatory assets under management and employs 10 people.
American Investment Services Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| American Institute for Economic Research Control | Parent Organization | Over 75% | 1978 |
| Charles Dwayne Murphy Control | Treasurer | Under 5% | 2009 |
| James Charles Lordeman Control | Director | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does American Investment Services Inc manage?
American Investment Services Inc reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does American Investment Services Inc have?
American Investment Services Inc reports 10 employees.
Where is American Investment Services Inc located?
American Investment Services Inc is based in Great Barrington, MA and has been SEC-registered since 1979.
Does American Investment Services Inc disclose fund performance?
American Investment Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 Division Street, Great Barrington, MA 01230 |
| Phone | 413-591-4445 |
| Fax | 413-528-0008 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1369913 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▼ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.07B