AEI Securities, Inc.

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
St Paul, Minnesota
CRD number
6158
Registered since
November 19, 1971

Firm profile

FINTRX

Overview

AEI Securities, Inc. is organized as a corporation and has been registered with the SEC since 1971. Public records classify the firm as unclassified and identify its ownership as a mix of a domestic entity and individuals. The available profile includes a number of negative or null flags: the firm is not marked as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not a newly formed adviser. Several standard descriptive fields—business activities, advisory activities, fee structure and client base—are not populated in the source data. The information supplied is sparse, so there is limited public detail about how the firm positions its services or the client segments it targets.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • Paula Tillett

    Paula Tillett

    Executive Vice PresidentCRD 2096668

  • Patricia Johnson

    Executive DirectorCRD 259984

  • John Bruno

    John Bruno

    Compliance ConsultantCRD 2854977

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

St Paul, MN

Ramsey

Location

St Paul, MN

Headquartered in St Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
1300 Wls Fargo 7 Pl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth