About AIM FINANCIAL STRATEGIES LLC
AIM FINANCIAL STRATEGIES LLC is a financial firm that provides expert financial advice and services to clients. With years of experience in the field, the team at AIM FINANCIAL STRATEGIES LLC is knowledgeable and well-equipped to assist clients in achieving their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and services
- Years of experience in the field
- Helping clients achieve their financial goals
Facts and Insights:
Here are some publicly available numbers about AIM FINANCIAL STRATEGIES LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 20 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation:
AIM FINANCIAL STRATEGIES LLC charges a fee based on a percentage of assets under management. They also offer hourly and flat fee options for certain financial services. The firm has a fiduciary duty to act in the best interest of their clients.
Background:
The team at AIM FINANCIAL STRATEGIES LLC has a combined experience of over 50 years in the financial industry. They hold various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm prides itself on providing personalized and unbiased financial advice to their clients.
Financial Advisor Disclosures to Know:
AIM FINANCIAL STRATEGIES LLC has a clean record with no disclosures listed on their Form ADV, which is published on the SEC’s website.