A complete list of active advisors currently associated with Ai Financial, Inc.

Warmer can help you find a great advisor at Ai Financial, Inc. or one who fits your needs even better.

Ai Financial, Inc. serves a small client base through individualized portfolio management and advisory services, managing about $6 million in client assets for 11 clients. The firm’s brochure indicates it provides portfolio management for individuals and a range of institutional clients, with advisory relationships governed by percentage-of-assets fees. The brochure describes the firm’s investment work as portfolio management with ongoing account reviews and standard disclosures about methods of analysis, investment strategies and risk (see Items 8 and 13). It also documents customary practices around trading, custody and investment discretion (Items 12, 15 and 16), which guide how the firm works with both individual and institutional accounts. What is distinctive is the firm’s client mix and affiliations given its small, solo-advisor structure: Item 7 lists uncommon client types such as a sovereign wealth fund, banking and thrift institutions, state and municipal governments, insurance companies, other investment advisers, charitable organizations, corporations and pension or profit-sharing plans. The brochure’s Item 10 also notes an affiliation with an accounting firm, a relationship that is less common among independent, single-advisor practices.

To learn more about the advisors currently working at Ai Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.