$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2017
- Office Locations
- 1
Office Locations
6 Cardinal WAY Suite 900 Saint Louis MO
About AIS Financial
AIS Financial Group is a St. Louis, Missouri state-registered RIA (founded 2016) providing customizable financial planning and investment management for individuals and business owners. The firm specializes in life and retirement asset management and builds portfolios that skew heavily to ETFs, with custody that includes Interactive Brokers.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$121.5K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSHUA WAYNE ARMSTRONG
Chief Compliance Officer, Managing Member
- CRD
- #4982232
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,915,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,915,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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