AIM Advisors

Overview

AIM Advisors is an independent registered investment adviser structured as a limited liability company that focuses on serving individual and family clients, along with small business portfolios. The firm provides discretionary portfolio management alongside financial planning services and charges clients using a mix of percentage-of-AUM and fixed fees. AIM Advisors demonstrates a clear preference for public equities—both exchange-traded vehicles and individualized SMA equity positions—and supplements equity allocations with mutual funds, annuities and third‑party real estate investments to address income, diversification and liability-matching objectives. The adviser is not positioned as a capital allocator or pension consultant and does not list active ESG investing as a firm-wide mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices