Overview
Assets Under Management: $341 million
Headquarters: MAITLAND, FL
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
ALTERNATIVE INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160108), ALTERNATIVE INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
ALTERNATIVE INVESTMENT ADVISORS, LLC is headquartered in MAITLAND, FL.
ALTERNATIVE INVESTMENT ADVISORS, LLC serves 52 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, ALTERNATIVE INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
ALTERNATIVE INVESTMENT ADVISORS, LLC manages $341 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, ALTERNATIVE INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,604
Discretionary Accounts: 2,596
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 160108
Filing ID: 1971067
Last Filing Date: 2025-03-28 07:11:00
Website: https://ffs1.com