AIS FINANCIAL

AIS FINANCIAL of SAINT LOUIS, MO is an SEC-registered investment adviser (CRD 282713). Regulatory assets under management: $2.9M.

Registration

• CRD: 282713
• Type: Registered investment adviser
• Location: 6 CARDINAL WAY, SAINT LOUIS, MO, 63102
• Phone: 314-798-0008
• Latest filing: 2026-03-16
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282713 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search