A & I FINANCIAL SERVICES, LLC
Doing business as A & I WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$559,998,114
Discretionary
$506,347,455
Non-discretionary
$53,650,659
Firm details
- CRD number
- 148357
- SEC file number
- 801-69819
- Main office
- LONE TREE, CO, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.