Full text of ALEXANDER INVESTMENT SERVICES CO.'s X-17A-5 filed 2024-09-19 (period 2024-06-30). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **Alexander Investment Services, Co.** **Financial Statements** **Year Ended June 30, 2024** {1}------------------------------------------------ # **Alexander Investment Services, Co. Table of Contents Year Ended June 30, 2024** | | Page | |-----------------------------------------------------------------|------| | Report of Independent Registered Public Accounting Firm…………………. | 1-2 | | Financial Statements | | | Statements of Financial Condition……………………………………… | 3 | | Statements of Operations……………………………………………… | 4 | | Statements of Changes in Stockholders' Equity……………………… | 5 | | Statements of Cash Flows …………………………………………… | 6 | | Notes to Financial Statements………………………………………… | 7-11 | | Supplementary Information | | Schedule 1– Computation of Net Capital Under SEC Rule 15c3-1…. 12 {2}------------------------------------------------  # **Report of Independent Registered Public Accounting Firm** Board of Directors Alexander Investment Services, Co. Louisville, Kentucky ## **Opinion on the Financial Statements** We have audited the accompanying statement of financial condition of Alexander Investment Services, Co. (the "Company") as of June 30, 2024, the related statements of operations, changes in stockholders' equity, and cash flows for the year then ended, and the related notes and schedule (collectively referred to as the "financial statements"). In our opinion, the financial statements present fairly, in all material respects, the financial position of Alexander Investment Services, Co. as of June 30, 2024, and the results of its operations and its cash flows for the year ended in conformity with accounting principles generally accepted in the United States of America. # **Basis for Opinion** These financial statements are the responsibility of Alexander Investment Services, Co.'s management. Our responsibility is to express an opinion on Alexander Investment Services, Co.'s financial statements based on our audit. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) ("PCAOB") and are required to be independent with respect to Alexander Investment Services, Co. in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB. We conducted our audit in accordance with the standards of the PCAOB. Those standards require that we plan and pe…Read the full text as markdown