Aaim Financial
RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$46.2K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 318351
- Website
- www.aaimfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals98.59%
- Other1.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aaim Financial operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management. Its client base consists primarily of individual and family investors. Aaim Financial is not positioned as a capital allocator, does not identify as an active ESG investor, and reports an affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- US Government Bonds8%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Brandon Allen
Managing MemberCRD 6285249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations