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Alexander Investment Services

EST. AUM
$576,801,336

CONTACTS
12

CLIENT ACCOUNTS
1,514

Firm Details

Metro area Louisville
CRD Number 1037
Website aisretirement.com
Client types

Overview

Alexander Investment Services (AIS), founded in Louisville in 1965 by Roy Alexander, is an independent broker-dealer and investment advisory firm. The company serves clients, including medical and dental practices and independent businesses, across nine states. AIS offers financial products and services such as mutual and exchange-traded funds, stocks, bonds, annuities, life insurance, and retirement plans. The firm focuses on retirement plan design, benefit analysis, administration, wealth management, college funding, and estate planning. Operating independently of proprietary financial products, AIS provides a range of investment options and cost-effective solutions. Its services include on-site visits, online account access, and trading capabilities.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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