AMERICAN INVESTMENT SERVICES INC
Adviser information for AMERICAN INVESTMENT SERVICES INC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,473 | $1.2B |
| Non-Discretionary | 0 | $0 |
| Total | 1,473 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 277 | $121.2M |
| HNW Individuals | 207 | $792.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $5.4M |
| Charitable organizations | 10 | $233.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $90.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 700 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMSubscription feesFixed fees |
Principal Office
250 DIVISION STREETGREAT BARRINGTON
MA
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 888-528-1216, Fax: 413-528-0008
Websites
Chief Compliance Officer
SANDRA POTTER-STEVENSON
250 DIVISION STREET
GREAT BARRINGTON
MA
United States
Tel:
413.591.4445
Fax:
413.528.0008
S******@*********************M
(Full email address available in API data)
Regulatory Contact
JOHN L. BARRY
PRESIDENT & CEO
250 DIVISION STREET
GREAT BARRINGTON
MA
United States
Tel:
413.591.4445
Fax:
413.528.0008
J****@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR ECONOMIC RESEARCH | Domestic Entity | – | PARENT ORGANIZATION | 10/1978 | > 75% |
| BARRY, JOHN, LANE | Individual | – | PRESIDENT & CEO | 01/2000 | < 5% |
| MURPHY, CHARLES, DWAYNE | Individual | – | TREASURER | 12/2009 | < 5% |
| ST. PETER, DAVID, FRANCIS | Individual | – | SECRETARY | 02/2010 | < 5% |
| HOLDEN, NEIL, DONOVAN | Individual | – | DIRECTOR | 10/2011 | < 5% |
| BOUFFARD, ROY, EDGAR | Individual | – | DIRECTOR | 07/2012 | < 5% |
| FURLANO, NELSON | Individual | – | DIRECTOR | 10/2014 | < 5% |
| POTTER-STEVENSON, SANDRA | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2017 | < 5% |
| Lordeman, James, Charles | Individual | – | DIRECTOR | 12/2023 | < 5% |
| Storti, Tricia, Rae | Individual | – | CHIEF OPERATING OFFICER | 12/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 8M | 74K | – |
| ADVANCED MICRO DEVICES INC | COM | 335K | 2K | – |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 206K | 2K | – |
| ALPHABET INC | CAP STK CL A | 5M | 29K | – |
| ALPHABET INC | CAP STK CL C | 12M | 65K | – |
| AMERICAN TOWER CORP NEW | COM | 722K | 4K | – |
| APPLE INC | COM | 16M | 75K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 217K | 910 | – |
| AVALONBAY CMNTYS INC | COM | 303K | 1K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 13K | – |
| BROWN FORMAN CORP | CL A | 1M | 27K | – |
| BROWN FORMAN CORP | CL B | 316K | 7K | – |
| CHEVRON CORP NEW | COM | 3M | 16K | – |
| COLGATE PALMOLIVE CO | COM | 495K | 5K | – |
| CROWN CASTLE INC | COM | 377K | 4K | – |
| DIGITAL RLTY TR INC | COM | 468K | 3K | – |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 756K | 18K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 6M | 229K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 274K | 10K | – |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 2M | 64K | – |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 818K | 15K | – |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 5M | 206K | – |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 1M | 41K | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2M | 71K | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 10M | 369K | – |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 5M | 96K | – |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 1M | 32K | – |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 2M | 60K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 873K | 27K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 38M | 651K | – |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 2M | 49K | – |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 2M | 85K | – |
| DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 789K | 13K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 36M | 908K | – |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 1M | 46K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 11M | 179K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 3M | 120K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 9M | 167K | – |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 10M | 404K | – |
| DISNEY WALT CO | COM | 1M | 14K | – |
| DOW INC | COM | 8M | 150K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| EQUINIX INC | COM | 673K | 890 | – |
| EQUITY RESIDENTIAL | SH BEN INT | 252K | 4K | – |
| EXTRA SPACE STORAGE INC | COM | 338K | 2K | – |
| EXXON MOBIL CORP | COM | 2M | 17K | – |
| GE AEROSPACE | COM NEW | 256K | 2K | – |
| GLOBAL X FDS | US PFD ETF | 206K | 10K | – |
| HARTFORD FINL SVCS GROUP INC | COM | 244K | 2K | – |
| HOME DEPOT INC | COM | 735K | 2K | – |
| INTEL CORP | COM | 1M | 36K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 3M | 18K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2M | 11K | – |
| INVESCO QQQ TR | UNIT SER 1 | 16M | 33K | – |
| INVITATION HOMES INC | COM | 227K | 6K | – |
| IRON MTN INC DEL | COM | 278K | 3K | – |
| ISHARES GOLD TR | ISHARES NEW | 10M | 224K | – |
| ISHARES INC | MSCI EMRG CHN | 377K | 6K | – |
| ISHARES TR | 1 3 YR TREAS BD | 6M | 80K | – |
| ISHARES TR | 20 YR TR BD ETF | 209K | 2K | – |
| ISHARES TR | COHEN STEER REIT | 359K | 6K | – |
| ISHARES TR | CORE S&P SCP ETF | 662K | 6K | – |
| ISHARES TR | CORE S&P500 ETF | 936K | 2K | – |
| ISHARES TR | CORE US AGGBD ET | 2M | 17K | – |
| ISHARES TR | MSCI EAFE ETF | 304K | 4K | – |
| ISHARES TR | MSCI EMG MKT ETF | 568K | 13K | – |
| ISHARES TR | NEW YORK MUN ETF | 263K | 5K | – |
| ISHARES TR | RUS 1000 GRW ETF | 2M | 4K | – |
| ISHARES TR | RUS 1000 VAL ETF | 790K | 5K | – |
| ISHARES TR | RUSSELL 2000 ETF | 662K | 3K | – |
| ISHARES TR | S&P 500 GRWT ETF | 2M | 19K | – |
| ISHARES TR | S&P 500 VAL ETF | 342K | 2K | – |
| ISHARES TR | SHORT TREAS BD | 3M | 29K | – |
| ISHARES TR | SHRT NAT MUN ETF | 276K | 3K | – |
| ISHARES TR | SP SMCP600VL ETF | 1M | 12K | – |
| ISHARES TR | TIPS BD ETF | 2M | 19K | – |
| JOHNSON CTLS INTL PLC | SHS | 208K | 3K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 11K | – |
| MARTIN MARIETTA MATLS INC | COM | 4M | 7K | – |
| MASTERCARD INCORPORATED | CL A | 7M | 15K | – |
| MCDONALDS CORP | COM | 959K | 4K | – |
| MEDTRONIC PLC | SHS | 226K | 3K | – |
| MERCK & CO INC | COM | 284K | 2K | – |
| MICROSOFT CORP | COM | 472K | 1K | – |
| MONDELEZ INTL INC | CL A | 3M | 41K | – |
| NEXTERA ENERGY INC | COM | 541K | 8K | – |
| PEPSICO INC | COM | 699K | 4K | – |
| PHILIP MORRIS INTL INC | COM | 2M | 22K | – |
| PROCTER AND GAMBLE CO | COM | 865K | 5K | – |
| PROLOGIS INC. | COM | 708K | 6K | – |
| PUBLIC STORAGE OPER CO | COM | 394K | 1K | – |
| REALTY INCOME CORP | COM | 353K | 7K | – |
| SAP SE | SPON ADR | 269K | 1K | – |
| SBA COMMUNICATIONS CORP NEW | CL A | 238K | 1K | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 785K | 30K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 1M | 27K | – |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 3M | 52K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 23M | 364K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 426K | 6K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2M | 30K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 2M | 39K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 233K | 1K | – |
| SERVICENOW INC | COM | 275K | 350 | – |
| SIMON PPTY GROUP INC NEW | COM | 486K | 3K | – |
| SOLVENTUM CORP | COM SHS | 892K | 17K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 776K | 2K | – |
| SPDR GOLD TR | GOLD SHS | 382K | 2K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3M | 95K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 757K | 20K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 15M | 28K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 285K | 3K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 3M | 42K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 827K | 20K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 3M | 63K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 1M | 14K | – |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 326K | 15K | – |
| TE CONNECTIVITY LTD | SHS | 275K | 2K | – |
| TESLA INC | COM | 623K | 3K | – |
| THE CIGNA GROUP | COM | 682K | 2K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 3M | 37K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 839K | 12K | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 328K | 7K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 39M | 103K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 5M | 19K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 6M | 73K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 5M | 10K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 7M | 36K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 5M | 24K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 297K | 1K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 9K | – |
| VANGUARD INDEX FDS | VALUE ETF | 10M | 65K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 459K | 8K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 76K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 310K | 3K | – |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 203K | 5K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 396K | 4K | – |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 718K | 15K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 3M | 69K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 746K | 9K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 4M | 71K | – |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 543K | 8K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 1M | 4K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 269K | 1K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 377K | 2K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 8M | 158K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 241K | 2K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 18M | 262K | – |
| VANGUARD WORLD FD | ESG US CORP BD | 203K | 3K | – |
| VANGUARD WORLD FD | INF TECH ETF | 307K | 532 | – |
| VANGUARD WORLD FD | MEGA CAP INDEX | 15M | 77K | – |
| VANGUARD WORLD FD | UTILITIES ETF | 9M | 58K | – |
| VERIZON COMMUNICATIONS INC | COM | 10M | 248K | – |
| VICI PPTYS INC | COM | 309K | 11K | – |
| VISA INC | COM CL A | 3M | 11K | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 3M | 233K | – |
| WORLD GOLD TR | SPDR GLD MINIS | 37M | 794K | – |