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AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Business and Investment Profile

The AMERICAN INDEPENDENT SECURITIES GROUP, LLC is a privately held investment adviser that advises $986.33mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AMERICAN INDEPENDENT SECURITIES GROUP, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 189.03% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 18.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 19 office locations with their Headquarters at 664 S RIVERSHORE LANE STE 150, EAGLE, IDAHO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 49 employees comprised of 49 investment and 0 non-investment staff. The total number of Employees increased by 22.5% over the last 5-years.

Asset Profile

Their $986.33mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 46 other accounts. Assets of Individuals clients own $578.27mn or 58.63% of Total Assets and High Net Worth Individuals own $389.13mn or 39.45% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

AMERICAN INDEPENDENT SECURITIES GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: AMERICAN INDEPENDENT SECURITIES GROUP, LLC

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Keywords: American Independent Securities Group, Independent
Generated 2026-09-12T06:49:32.7232243.  © 2026 Convergence.