ARS INVESTMENT ADVISORS, INC.
  • ARS INVESTMENT ADVISORS, INC.
  • A PLUS PLANNING & INSURANCE
  • TIM MURPHY INSURANCE INVESTMENTS
  • SUMMIT GROUP WEALTH ADVISORS
  • SEGELKE FINANCIAL GROUP
  • MATSON FINANCIAL
  • KINNECT FINANCIAL GROUP
  • HOOD FINANCIAL LLC
  • ANDERSON BRADSHAW PLLC

Adviser Profile

As of Date 06/15/2024
Registration status Terminated
ADV Location BOUNTIFUL, UT, United States
Contact Info 385 xxxxxxx
Websites
AUM* 107,435,000
of that, discretionary 107,435,000
Number of Employees 5 -17%
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 209,425
% High Net Worth 6.63%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

198M 170M 141M 113M 85M 57M 28M
2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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