FINANCIAL INSTITUTION SERVICES, LLC is an SEC-registered investment adviser (CRD 145269). Regulatory assets under management: $258.7M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| David Gregory Shink | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| SHINK DAVID GREGORY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |