AIM Capital

RIASEC Registered

Total AUM

$309M

Discretionary

$278M

90% of AUM

Avg account

$684K

Accounts

452

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 165183
Registered since: October 4, 2012
Website: www.aimcapaz.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI87.41%
Individuals9.01%
Charitable Organizations2.61%
Pension & Profit Sharing Plans0.97%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

AIM Capital is an independent registered investment adviser organized as a limited liability partnership. The firm is registered with the SEC (registered in 2012) and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting. Fee arrangements combine a percentage of assets under management with hourly billing. The firm reports owner types as a mix of a domestic entity and an individual and does not position itself as a capital allocator. AIM Capital does not describe itself as an active ESG investor and does not report multi-state adviser status.