Associated Investment Services, Inc.
● SEC registered since 2010CRD 1464SEC# 801-71639Green Bay, WI
Reg. AUM
$1.17B
Employees
60
Accounts
5,422
Location
Green Bay, WI
Associated Investment Services, Inc. assets under management
Associated Investment Services, Inc. is an SEC-registered investment adviser based in Green Bay, WI. The firm has been registered since 2010. It reports $1.2 billion in regulatory assets under management and employs 60 people.
Associated Investment Services, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Arnold Control | Director, Treasurer | Under 5% | 2023 |
| Anthony Philip Pecora | Chief Compliance Officer | Under 5% | 2015 |
| Associated Trust Company, N.A. Control | Sole Shareholder | Over 75% | 2016 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Associated Investment Services, Inc. manage?
Associated Investment Services, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Associated Investment Services, Inc. have?
Associated Investment Services, Inc. reports 60 employees.
Where is Associated Investment Services, Inc. located?
Associated Investment Services, Inc. is based in Green Bay, WI and has been SEC-registered since 2010.
Does Associated Investment Services, Inc. disclose fund performance?
Associated 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 | 433 Main Street, Green Bay, WI 54301-5114 |
| Phone | 800-595-7722 |
| Fax | 920-327-5674 |
| Office hours | 8:00 a.m. - 5:00 p.m. Ct |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 20502 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.17B▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$1.17Bregulatory AUM
Discretionary $0Non-discretionary $1.17B