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AII CAPITAL MANAGEMENT, LLC

766 New Los Angeles Avenue
Suite D4
Moorpark, California 93021
Tel: (805) 604-2640

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About AII CAPITAL MANAGEMENT, LLC

AII CAPITAL MANAGEMENT, LLC, formally registered with the SEC as AII CAPITAL MANAGEMENT, LLC. The firm was established in 11/12/2019. They have over 1 offices throughout the country.

AII CAPITAL MANAGEMENT, LLC is a Moorpark, California based Financial Planning firm with nearly $132,793,986 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#299674
SEC#801-117633
Assets Managed by Firm$132,793,986
No. of Clients5
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (REAL ESTATE PRIVATE EQUITY)

Firm Client Information

No. of ClientsAUM
Firm Total5$132,793,986

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