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. is an independent investment advisory firm operated by a single advisor, managing approximately $5 million for about ten clients. The firm provides portfolio management services for individual clients and, as disclosed in its Form ADV, also manages accounts for institutional and business clients. The brochure indicates the firm generally charges advisory fees on a percentage-of-AUM basis and describes its methods of analysis, investment strategies, and risk considerations in Item 8 of the Form ADV. The document also discloses relationships with other investment advisers and an affiliation with an accounting firm, which the firm uses to coordinate investment management with accounting and tax considerations. What is noteworthy is the firm’s client mix given its small size: Ai Financial reports serving several client types that are uncommon for solo independent advisers, including sovereign wealth funds, banking or thrift institutions, insurance companies, state and municipal governments, charitable organizations, corporate clients and pension or profit-sharing plans. That combination of individual and institutional work, plus the affiliation with an accounting firm and work for other advisers, distinguishes its practice from many peers.

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.