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AIFAM GROUP LLC
50 Main Street
Ste 1000
White Plains, New York 10606
Tel: 212-682-6100
About AIFAM GROUP LLC
AIFAM GROUP LLC, formally registered with the SEC as AIFAM GROUP LLC. The firm was established in 03/12/2012. They have over 1 offices throughout the country.
AIFAM GROUP LLC is a White Plains, New York based Financial Planning firm with nearly $349,444,744 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158290 |
| SEC# | 801-74289 |
| Assets Managed by Firm | $349,444,744 |
| No. of Clients | 5 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $349,444,744 |
| High net worth individuals | 1 | $1,031,133 |
| Pension and profit sharing plans | 2 | $70,839,359 |
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