Aaim Financial

Overview

Aaim Financial is a small, privately held limited liability company that provides fee-based portfolio management primarily to individual and family clients. Ownership is held by an individual principal and the adviser focuses on managing accounts for individuals and small businesses under a percentage-of-AUM fee model. The firm does not position itself as a multi-state adviser, pension consultant, or capital allocator and is not identified as an active ESG investor. Its regulatory classification is recorded as unclassified, and it lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices