← Tributary

ARS INVESTMENT ADVISORS, INC.

KAYSVILLE, UT · CRD 293750 · IAPD ↗ · advancedretirementstrategies.com · 385-249-5651

$107.4MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — ARS INVESTMENT ADVISORS, INC. (KAYSVILLE, UT) left the SEC roster (was $107.4M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.