Alexander Investment Services Company
Alexander Investment Services Company (CRD# 1037) is a financial advisory firm headquartered in Louisville, KY. They manage $488,668,503 in 1,165 accounts and serve the financial needs of clients across 13 states (or territories).
Current Firm Details
Alexander Investment Services Company
By the Numbers
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Total Assets Under Management489MILLION
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Total Number of Accounts1,165ACCOUNTS
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Average Account Value$419,458
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, IL, IN, KY, NJ, OH, PA, SC, TN, VA, WV
Financial Advisors at Alexander Investment Services Company
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