698 North Maitland Avenue
Suite 101
Maitland, Florida 32751
Tel: 407-261-4242
ALTERNATIVE INVESTMENT ADVISORS, LLC, formally registered with the SEC as ALTERNATIVE INVESTMENT ADVISORS, LLC. The firm was established in 08/27/2019. They have over 2 offices throughout the country.
ALTERNATIVE INVESTMENT ADVISORS, LLC is a Maitland, Florida based Financial Planning firm with nearly $296,441,242 assets under management, offering retirement planning & investment advisory services to 2716 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160108 |
SEC# | 801-117266 |
Assets Managed by Firm | $296,441,242 |
No. of Clients | 2716 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2716 | $296,441,242 |
Individuals (other than high net worth individuals) | 1186 | $201,542,621 |
High net worth individuals | 38 | $64,932,535 |
Pension and profit sharing plans | 11 | $29,966,086 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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