AI FINANCIAL, INC.
Firm details
- Headquarters
- SIMI VALLEY, California
- CRD number
- 128781
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ai Financial, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services. The firm primarily caters to individual and family clients, offering tailored investment strategies to meet their specific financial goals. With a fee structure based on a percentage of assets under management, Ai Financial emphasizes a personalized approach to wealth management, ensuring that clients receive dedicated attention and customized solutions.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1HENRY HACHE
OwnerCRD 3132112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SIMI VALLEY, CA
VENTURA
Location
SIMI VALLEY, CA
Headquartered in SIMI VALLEY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 4356 Cochran St
- Time zone
- PT (UTC-8)
- Office locations
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