AIM ADVISORS, LLC

Overview

AIM Advisors, LLC is an independent registered investment adviser that serves individual and family clients, along with small businesses and institutions. The firm provides financial planning, discretionary portfolio management and pension consulting, and charges fees based on a percentage of AUM as well as hourly and fixed-fee arrangements. Since its SEC registration in 2023, AIM Advisors has positioned itself as a multi-service RIA focused on managed portfolios delivered alongside planning work. Investment activity centers on pooled public funds as the core building blocks of client portfolios, supplemented by selective private placement opportunities. The firm’s advisory mandate is heavily discretionary, indicating that portfolio construction and day‑to‑day trading are typically handled by the adviser rather than by individual clients. Given the client base and activities listed, AIM Advisors appears to run diversified, fund-centric allocations for most relationships while retaining the flexibility to provide custom solutions for business or institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices