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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail
- Platforms
- MeridianInsight beacon
- Established Date
- 02-12-2020
- Office Locations
- 1
Office Locations
About A.e.i. Financial Group
A.E.I. Financial Group is an owner-led insurance consultancy serving families, seniors, and small businesses with life and health insurance (including senior life) and Medicare plan support. The firm works by appointment via phone or in person, shopping its market relationships to present multiple coverage options with transparent pricing. Client feedback also cites ongoing IRA guidance and access to Allianz annuity products.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Eric Albert Imbuelten
Chief Compliance Officer, Financial Advisor, Investment Advisor, Owner
- CRD
- #7013658
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,285,476 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,285,476 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,285,476
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,751,894,385 | 36.7% |
| Equity - OTC | $2,227,009,897 | 29.7% |
| Cash | $2,519,445,541 | 33.6% |
| Total | $7,498,349,823 | 100.0% |