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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