Aisa International
Firm details
- Headquarters
- Devizes,
- CRD number
- 172777
- Registered since
- January 14, 2015
- Website
- www.aisa.co.uk
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals84.32%
- HNWI15.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Aisa International is an independent registered investment adviser that serves individual and family clients through a mix of planning and portfolio services. The firm emphasizes client-directed relationships: its advisory work includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible — percentage of AUM, hourly, and fixed-fee engagements — which reflects a practice that blends ongoing asset management with standalone planning and project work. Investment activity skews toward externally managed solutions rather than acting as a direct capital allocator. The firm reports a single aggregate asset category labeled as "Other," and it relies on third-party managers for alternative exposure. Aisa International is not an active ESG investor and is structured as a single-owner LLC that registered with the SEC in 2015.
Assets & Accounts
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
- Other100%
Owners & executives
1 of 1
James Pearcy-caldwell
Chief Executive OfficerCRD 6387568
Contacts
1 of 1Clive Tutton
Retirement & Tax Planning SpecialistCRD 6387571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Devizes, null
Location
Devizes, null
Headquartered in Devizes, null.
- Address
- Unit 5 The Grain Store
- Office locations
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