Aid Association For Lutherans is a large advisory firm based in Appleton. It manages $8.84 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.
Aid Association For Lutherans provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aid Association For Lutherans is $8.84 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Aid Association For Lutherans for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Henry Scott has been acting as President since 1 May 1998. James Herman Abitz has served as the Chief Investment Officer since 1 Jun 1999. Larry Aaron Robbins joined the executive team most recently as the Sr. Vp & Chief Information Officer.
The principal office where Aid Association For Lutherans performs its advisory services is located at 4321 North Ballard Road, Appleton, WI 54919 0001, which is also the mailing address of the firm. An additional office of the firm is in Minneapolis, MN. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 920-734-5721 or by fax 920-628-6615. The normal business hours are 7am-11pm on Monday - Friday. You can find more information about the New York firm at www.aal.org.