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American Investment Services Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 Value ETF $440,000

    Assets

    Assets

    Last updated on March 27, 2017
      • $833.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $682.9K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    7

    name start date
    Matthew John Svirida
    July 2006
    Luke F. Delorme
    July 2016
    A. Mackenzie Worthington Waggaman
    November 2005
    David Francis St. Peter
    February 2010
    John Lane Barry
    August 2004

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John James Finnerty Director October, 2016 less than 5%
      John Lane Barry President, Ceo & Cco January, 2000 less than 5%
      Nelson Furlano Director October, 2014 less than 5%
      Roy Edgar Bouffard Director July, 2012 less than 5%
      Seth Lawrence Hoffman Vice President January, 2008 less than 5%
      Gerald Edwin Sohan Director October, 2011 less than 5%
      Neil Donovan Holden Director October, 2011 less than 5%
      David Francis St. Peter Secretary February, 2010 less than 5%
      Charles Dwayne Murphy Treasurer December, 2009 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Subscription Fees
        • Fixed Fees