$26.5M Total AUM
$26.5M Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-04-2006
- Office Locations
- 1
Office Locations
-- Alpharetta GA
About A.i.m. Financial Group, Inc.
A.i.m. Financial Group, Inc. is a Alpharetta-based RIA. The firm has been operating for 20 years. Managing $26.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
47 AVG AGE
$26.5M AVG AUM / ADVISOR
$679.9K AVG AUM / CLIENT
20.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Atlas unison Summit unison Delta
Client Personas
Wave
Investment Themes
Frontier focus Delta Beacon Quantum delta Value
Investment Vehicles
Glacier
Services
Catalyst Delta Momentum oak Vector Foundation vital Oak crest Vector Element Vital vital
Owner & Executives
ANDY C KHOO
CFP , Chief Compliance Officer, President
- CRD
- #4363046
- Ownership
- 75% or more
(977) 584-7793
pioneer.pioneer@matrixcapital.com
in linkedin.com/in/alpha-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,514,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,514,972 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,514,972
Equity - Exchange:
26.8% Other:
23.2% Cash:
13.9% Public Funds:
36.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,042,870,640 | 26.8% |
| Other | $1,768,455,180 | 23.2% |
| Cash | $1,059,548,578 | 13.9% |
| Public Funds | $2,751,777,242 | 36.1% |
| Total | $7,622,651,640 | 100.0% |