AEI Securities, Inc.

Broker-DealerFINRA Member
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 with ownership tied to a domestic entity and an individual. The firm is listed in the source as "unclassified" and provides very limited public disclosure about its advisory activities, client types, or fee arrangements. The record indicates the firm does not identify as an ESG investor, does not serve as a pension consultant, and does not flag itself as a related adviser or a capital allocator.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • John Bruno

    John Bruno

    Compliance ConsultantCRD 2854977

  • Patricia Johnson

    Executive DirectorCRD 259984

  • Paula Tillett

    Paula Tillett

    Executive Vice PresidentCRD 2096668

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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