AI Financial, Inc.

Overview

AI Financial, Inc. is an independent registered investment adviser operating as a corporation owned by an individual. The firm focuses on serving individual and family clients and charges fees as a percentage of assets under management. Its advisory services include financial planning and portfolio management for individuals, small businesses, and business or institutional clients. The firm identifies as not being a capital allocator and does not market itself as an ESG investor. It is not registered as a multi-state adviser and is not newly formed. One industry affiliation is reported: accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives