FINANCIAL INTERNATIONAL

Overview

Financial International is a small corporate advisory and brokerage firm operating under individual ownership. The firm combines brokerage activities with advisory services: it functions as a real estate broker and insurance broker while also selling other financial products. On the advisory side it provides financial planning and portfolio management targeted at individuals and small businesses. Compensation arrangements are mixed — the firm reports percentage-of-AUM fees alongside hourly and fixed charges, and it also earns commissions on product sales. Regulatory and operational classifications for the firm are limited in public data: it is not identified as a capital allocator, it does not market itself as an ESG investor, and it is not listed as a multi-state or newly formed adviser. The firm does not position itself as a pension consultant and is not flagged as a related adviser. It lists an affiliation with an insurance company, which is consistent with its brokerage role in insurance products.

Investments & Alternatives