ALTERNATIVE INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$386M
Discretionary
$375M
97% of AUM
Avg account
$137K
Accounts
2,817
Employees
15
Advisory reps
11

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

FINTRX

Overview

Alternative Investment Advisors, LLC is an SEC-registered advisory firm that began registration in 2019 and operates as a limited liability company under individual ownership. It serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals, small businesses and institutions, selection of third-party advisers, and educational seminars. The firm acts as a capital allocator and reports being an active ESG investor. Its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. The firm also maintains a broker-dealer affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 11%, Cash & Cash Equivalents 8%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents8%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1

  • MARK KONTZ

    CEOCRD 1738820

Contacts

3 of 10

  • THOMAS HOOD

    Portfolio ManagerCRD 5298915

  • MICHAEL TESLOW

    Investment Advisor RepresentativeCRD 1125610

  • DWIGHT DYKSTRA

    Financial AdvisorCRD 1028210

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 31

Active vs passive

$213M in ETFs

Passive

84%

$179M

Active

16%

$34.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$131M200,48961.39%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth