Financial Institution Services, LLC
● SEC registered since 2022CRD 145269SEC# 801-125970
Reg. AUM
$258.7M
Employees
4
Accounts
966
Location
—
Financial Institution Services, LLC assets under management
Financial Institution Services, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $258.7 million in regulatory assets under management and employs 4 people.
Financial Institution Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Gregory Shink Control | Managing Member/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Financial Institution Services, LLC manage?
Financial Institution Services, LLC reports $258.7 million in regulatory assets under management on its Form ADV.
How many employees does Financial Institution Services, LLC have?
Financial Institution Services, LLC reports 4 employees.
Does Financial Institution Services, LLC disclose fund performance?
Financial Institution Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 248-661-8190 |
| Fax | 248-639-7645 |
| Office hours | 9a.m. To 5p.m. Via Phone, In Office By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.7M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$258.7Mregulatory AUM
Discretionary $258.7M