AIM ADVISORY GROUP, LLC

Overview

AIM Advisory Group, LLC is a small independent RIA that focuses on serving individual and family clients with customized wealth management and financial planning. The firm operates as a capital allocator, sourcing and selecting third-party managers where appropriate, and offers a mix of fee models including percentage-of-AUM, hourly, subscription, and fixed-fee arrangements. Its advisory services span financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and the selection of other advisers, which signals a willingness to blend in-house portfolio construction with outsourced expertise. Investment preference is equity‑centric: the firm favors exchange‑traded equities as the primary building block of client portfolios. That equity tilt is implemented through separately managed account (SMA) structures and publicly traded instruments, with allocations tailored to client goals and risk tolerances. AIM Advisory Group also integrates insurance solutions through its industry affiliation with an insurance company, which informs the use of annuities and insurance-based planning where appropriate.

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