Overview
Assets Under Management: $239 million
Headquarters: SAVANNAH, GA
High-Net-Worth Clients: 3
Average Client Assets: $56 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.36
Average High-Net-Worth Client Assets: $56 million
Total Client Accounts: 900
Discretionary Accounts: 896
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 126942
Filing ID: 1964012
Last Filing Date: 2025-03-21 08:20:00
Website: https://aimainc.com