AIM Advisors

Overview

AIM Advisors is a small, independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm charges a percentage-of-AUM advisory fee and offers financial planning and portfolio management services for individuals, small businesses and business or institutional accounts. Filing details show the adviser does not self-manage pooled funds or act as a capital allocator; instead it builds client portfolios using public market instruments and third‑party managers for alternatives. AIM Advisors does not report active ESG investing and is not registered as a multi‑state adviser. Investment activity is tilted toward equities — the firm’s filings identify a clear preference for exchange‑traded securities as the primary vehicle for implementing equity exposure. At the same time AIM Advisors supplements public market holdings with allocations to real estate through outside managers and uses mutual funds as additional building blocks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices