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Financial Institution Services, LLC

Financial Institution Services, LLC. CRD 145269

F

CRD: 145269

Financial Institution Services, LLC

LAS Vegas, NV
(248) 661-8190
adviceman.net
$258.7M Total AUM
$258.7M Disc. AUM
20.7% 3Y CAGR
4 Employees
332 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Available
Established Date
11-01-2010
Office Locations
2

Office Locations

-- LAS Vegas NV
-- Minneapolis MN

About Financial Institution Services, LLC

Financial Institution Services, LLC is a LAS Vegas-based RIA with 2 offices. The firm has been operating for 15 years. Managing $258.7M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.

Team overview

-- AVG AGE
$129.3M AVG AUM / ADVISOR
$779.2K AVG AUM / CLIENT
8.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

DAVID GREGORY SHINK

DAVID GREGORY SHINK

Chief Compliance Officer, Managing Member

CRD
#2313173
Ownership
75% or more
Available
Available
Available

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Contacts

H

Hannah Rose Shink

--

CRD
#7330989
Available
Available
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-28-2022
11-20-2023
11-04-2024
03-06-2025
04-07-2026
Category Assets AVG. Account size
Discretionary $258,694,487 $267,800
Non-Discretionary $0 --
Total $258,694,487 $267,800

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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