A complete list of active advisors currently associated with AIM Advisors, LLC

Warmer can help you find a great advisor at AIM Advisors, LLC or one who fits your needs even better.

AIM Advisors provides discretionary portfolio management, non‑management investment advice, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm’s Form ADV reports approximately $158.2 million in assets under management and indicates services are tailored to each client through an initial assessment and written engagement agreement. The firm implements globally diversified portfolios guided by modern portfolio theory, primarily using mutual funds and exchange‑traded funds along with fundamental analysis and market/economic cycle considerations; while generally favoring longer‑term holdings, AIM may employ shorter‑term trading, options, margin, and outside managers when appropriate. AIM accepts discretionary authority for many accounts, conducts periodic reviews and reporting, and documents client risk profiles and any investment restrictions before implementing strategies. AIM’s public disclosures and marketing approach include elements that are uncommon among peers — its materials reference endorsements, client testimonials, and third‑party ratings in addition to the brochure and website listed on the Form ADV — which may supplement the firm’s written disclosures. The brochure also discloses that some associated persons engage in other industry roles (registered representatives of a broker‑dealer and licensed insurance agents), and the firm operates with a small staff relative to its assets under management, a combination that clients may consider when evaluating potential conflicts and oversight.

To learn more about the advisors currently working at AIM Advisors, LLC, 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.