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Home > Retirement Planners > iowa > davenport > AOT INVEST LLC
AOT INVEST LLC
3541 E Kimberly Rd
Davenport, Iowa 52807
Tel: 563-320-1688
About AOT INVEST LLC
AOT INVEST LLC, formally registered with the SEC as AOT INVEST LLC. The firm was established in 04/25/2022. They have over 1 offices throughout the country.
AOT INVEST LLC is a Davenport, Iowa based Financial Planning firm with nearly $49,081,185 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319016 |
| SEC# | 801-124742 |
| Assets Managed by Firm | $49,081,185 |
| No. of Clients | 1 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Other (AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES)
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $49,081,185 |
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