AIM Capital
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 165183
- Registered since
- October 4, 2012
- Website
- www.aimcapaz.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI87.41%
- Individuals9.01%
- Charitable Organizations2.61%
- Pension & Profit Sharing Plans0.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
AIM Capital is an independent registered investment adviser organized as a limited liability partnership and SEC-registered since 2012. The firm serves both individual and family clients as well as institutional relationships, offering fee arrangements that include a percentage of assets under management and hourly charges. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. AIM Capital does not identify as an active ESG investor and is not presented as a multi-state or related adviser in the source data.
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
- Public Funds/Mutual Funds65%
- Exchange Traded Equities15%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
- Other5%
Contacts
2 of 2
Philip Nagel
FOUNDING PRINCIPAL AND MANAGING DIRECTORCRD 1827270
William Hill
FOUNDING PRINCIPAL AND MANAGING DIRECTORCRD 2399670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 137Active vs passive
$161M in ETFs
83%
$134M
12%
$27.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $12.5M | 100,432 | 7.73% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 7337 E Doubletree Ranch Rd
- Time zone
- MT (UTC-7)
- Office locations
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