Aeom Investments, LLC
RIAState Registered
Total AUM
$673K
Discretionary
$673K
100% of AUM
Avg account
$337K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331496
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Aeom Investments, LLC is an independent, Colorado-registered limited liability advisory firm that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, and it also publishes periodicals or newsletters as part of its client communications. Its fee model is flexible and includes asset-based fees, hourly and fixed-fee arrangements, and the ability to charge performance-based fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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