Advisor Services, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 107666
· Tucson, AZ
· WWW.ADVISORSERVICES.NET
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ADV data as of Apr 20, 2021
- Regulatory AUM
- $44.4M
- Discretionary
- $44.4M
- Clients
- 180
- Avg AUM / client
- $247K
- Accounts
- 180
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 180 | $44.4M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lorenzo Burruel Campuzano | Registered representative | May 1998 (28y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2021 | 926 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2021.
View current Form ADV (SEC/IAPD) ↗