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A & I WEALTH MANAGEMENT
9605 Kingston Court
Suite 190
Lone Tree, Colorado 80112
Tel: 303-690-5070
About A & I WEALTH MANAGEMENT
A & I WEALTH MANAGEMENT, formally registered with the SEC as A & I WEALTH MANAGEMENT. The firm was established in 01/05/2009. They have over 1 offices throughout the country.
A & I WEALTH MANAGEMENT is a Lone Tree, Colorado based Financial Planning firm with nearly $463,877,312 assets under management, offering retirement planning & investment advisory services to 2261 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148357 |
| SEC# | 801-69819 |
| Assets Managed by Firm | $463,877,312 |
| No. of Clients | 2261 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SOLICITOR/REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2261 | $463,877,312 |
| Individuals (other than high net worth individuals) | 438 | $150,935,609 |
| High net worth individuals | 139 | $309,378,617 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,977,874 |
| Charitable organizations | Fewer than 5 clients | $1,585,212 |
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