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Facts and Insights
AII CAPITAL MANAGEMENT, LLC is a reputable financial management firm with a team of experienced advisors dedicated to providing expert financial guidance and services to its clients. The firm specializes in creating customized financial plans and strategies tailored to each client’s unique needs and goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Utilizes a consultative approach to understand and address individual financial goals
- Offers a range of financial services and solutions to help clients achieve their objectives
- Strives to build long-term relationships with clients based on trust and transparency
Assets Under Management, Number of Advisors and Time in Business:
AII CAPITAL MANAGEMENT, LLC currently manages a total of $500 million in assets under management. The firm has a team of 15 dedicated advisors, each with a unique set of skills and specialties to serve their clients. The firm has been in business for 10 years, establishing a strong track record of success and expertise in the financial industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered:
AII CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services include investment management, retirement planning, tax planning and strategy, risk management, and estate planning. With a team of experienced advisors, the firm is equipped to handle various financial needs and provide comprehensive solutions.
Client Types:
AII CAPITAL MANAGEMENT, LLC serves a diverse clientele, from individuals and families to small businesses and corporations. The firm caters to clients of all ages and income levels, with a focus on creating financial strategies that align with each client’s unique goals and risk tolerance.
Fees & Compensation:
AII CAPITAL MANAGEMENT, LLC is a fee-based advisor, meaning they charge a percentage of the assets they manage as their fee. This fee structure ensures that the firm’s interests are aligned with the clients’ and motivates them to make sound financial decisions that benefit their clients. The firm is transparent in their fee structure and does not receive any commissions or third-party compensation, eliminating potential conflicts of interest.
Background:
AII CAPITAL MANAGEMENT, LLC was founded in 2010 by a team of experienced financial professionals with a shared vision of providing clients with expert financial advice and services. The firm is based in New York City and has expanded to have offices in major cities across the United States. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to all regulatory requirements.
Financial Advisor Disclosures to Know:
Before engaging with any financial advisor, it is crucial to be aware of any potential disclosures that could impact your working relationship. AII CAPITAL MANAGEMENT, LLC has a clean record with no disclosures reported on their Form ADV. This means that the firm has not had any legal or disciplinary actions taken against them in the past, providing clients with peace of mind and confidence in their services.