FINANCIAL INSTITUTION SERVICES, LLC
  • FINANCIAL INSTITUTION SERVICES, LLC
  • FINANCIAL INSTITUTION SERVICES
  • SHINK, DAVID GREGORY

Adviser Profile

As of Date 04/07/2026
Registration SEC, Approved, 06/27/2022
Other registrations (1)
Contact Info 248 xxxxxxx
Websites
AUM* 258,694,487 49%
of that, discretionary 258,694,487 49%
Number of Employees 4 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 267,800 25%
% High Net Worth 15.06% 2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

259M 222M 185M 148M 111M 74M 37M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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