AIS ASSET MANAGEMENT

AIS ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 312562). Regulatory assets under management: $8.1M.

Registration

• CRD: 312562
• Type: Registered investment adviser
• Phone: 626-502-7120
• Latest filing: 2026-01-21
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 2
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search