Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > scottsdale > AIM CAPITAL
AIM CAPITAL
7337 E Doubletree Ranch Road
Suite 195
Scottsdale, Arizona 85258
Tel: 480-346-1556
About AIM CAPITAL
AIM CAPITAL, formally registered with the SEC as AIM CAPITAL. The firm was established in 10/04/2012. They have over 1 offices throughout the country.
AIM CAPITAL is a Scottsdale, Arizona based Financial Planning firm with nearly $291,325,568 assets under management, offering retirement planning & investment advisory services to 453 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165183 |
| SEC# | 801-77148 |
| Assets Managed by Firm | $291,325,568 |
| No. of Clients | 453 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 453 | $291,325,568 |
| Individuals (other than high net worth individuals) | 158 | $261,283,292 |
| High net worth individuals | 85 | $19,764,809 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,713,791 |
| Corporations or other businesses | 10 | $7,563,676 |
More Retirement Planning firms in Scottsdale, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Scottsdale, Arizona