# Advisory Investor Services Advisory Investor Services is a Bank / Wealth / Trust based in Miami, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Miami, United States - **Region:** North America - **Address:** Miami, FL, United States - **Founded:** 2014 - **Assets under management:** Undisclosed - **Website:** advisoryinvestorservices.com - **LinkedIn:** https://linkedin.com/company/advisory-investor-services ## Regulatory record - **CRD number:** 173134 - **SEC file number:** 801-122774 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173134 ## About Advisory Investor Services was founded in 2014 as a Florida wealth manager. It operates as a registered investment adviser delivering advisory services to individuals. The firm focuses on wealth management, financial planning, and portfolio management. No specific asset classes, portfolio companies, or geographic deployments beyond its Miami headquarters appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. The firm follows a conventional RIA model with no evident structural differentiators such as proprietary sourcing networks or hybrid mandates. ## Questions ### Who runs investment decisions at Advisory Investor Services? No named principals or CIO appear in public records. ### Does Advisory Investor Services participate in fund commitments or only direct deals? Public information does not disclose participation in funds or direct investments. ## Related profiles - [Advisory Group Of San Francisco](https://altss.com/profile/advisory-group-of-san-francisco) - [Advisory Partners](https://altss.com/profile/advisory-partners) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/advisory-investor-services Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology