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ALTERNATIVE INVESTMENT ADVISORS, LLC

698 North Maitland Avenue
Suite 101
Maitland, Florida 32751
Tel: 407-261-4242

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About ALTERNATIVE INVESTMENT ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#160108
SEC#801-117266
Assets Managed by Firm$296,441,242
No. of Clients2716
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed 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 ClientsAUM
Firm Total2716$296,441,242
Individuals (other than high net worth individuals)1186$201,542,621
High net worth individuals38$64,932,535
Pension and profit sharing plans11$29,966,086

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