Wealth Manager
    SEC Registered
    Manages Private Funds

    American Independent Securities Group, LLC

    Registered investment advisor · Eagle, Idaho · CRD #135288

    Assets Under Management
    $986M
    Client Accounts
    4,385
    Employees
    49
    CRD Number
    135288
    Registration
    SEC Registered
    Custodian
    Rbc Capital Markets, Llc, Assetmark, Inc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About American Independent Securities Group, LLC

    American Independent Securities Group, LLC is a broker-dealer and registered investment advisor. It provides advisory services and is registered with the SEC and FINRA. It has disclosed regulatory actions and licensing details.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for American Independent Securities Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is American Independent Securities Group, LLC's AUM?

    American Independent Securities Group, LLC reports approximately $986M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is American Independent Securities Group, LLC headquartered?

    American Independent Securities Group, LLC is headquartered in Eagle, Idaho.

    What is American Independent Securities Group, LLC's CRD number?

    American Independent Securities Group, LLC's CRD number is 135288. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does American Independent Securities Group, LLC manage?

    American Independent Securities Group, LLC manages approximately 4,385 client accounts according to its latest SEC filing.

    Is American Independent Securities Group, LLC SEC registered?

    Yes, American Independent Securities Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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