Alternative Investment Advisors, LLC
Firm details
- Headquarters
- Maitland, Florida
- CRD number
- 160108
- Registered since
- August 27, 2019
- Website
- www.aim13.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.96%
- HNWI32.34%
- Pension & Profit Sharing Plans2.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alternative Investment Advisors, LLC is a privately owned limited liability company that registers with the SEC (registered in 2019) and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory offerings span financial planning, discretionary portfolio management for individuals and institutions, selection of other advisers, and educational seminars. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and identifies itself as an active ESG investor. It also has an industry affiliation with a broker-dealer.
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 Funds77%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 10
Thomas Hood
Financial AdvisorCRD 5298915
Michael Teslow
Investment Advisor RepresentativeCRD 1125610
Dwight Dykstra
Financial AdvisorCRD 1028210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$244M in ETFs
81%
$197M
19%
$47M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $153M | 204,888 | 62.96% |
Location
Maitland, FL
Orange
Location
Maitland, FL
Headquartered in Maitland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 341 N Maitland Ave
- Time zone
- ET (UTC-5)
- Office locations
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