Alternative Investment Advisors, LLC
Firm details
- Headquarters
- Maitland, Florida
- CRD number
- 160108
- Registered since
- August 27, 2019
- Website
- www.aim13.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.96%
- HNWI32.34%
- Pension & Profit Sharing Plans2.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alternative Investment Advisors, LLC is an independent, individual-owned RIA that registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional clients and bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory work spans financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and client education through seminars and workshops. The firm identifies as a capital allocator, is active on ESG considerations, and has a broker‑dealer affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$226M in ETFs
85%
$192M
15%
$34.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $154M | 201,386 | 68.13% |
Location
Maitland, FL
Orange
Location
Maitland, FL
Headquartered in Maitland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 341 N Maitland Ave
- Time zone
- ET (UTC-5)
- Office locations
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