This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Nationwide
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-29-1996
- Office Locations
- 1
Office Locations
About Affiliated Investment Advisors, Inc.
Affiliated Investment Advisors, Inc. is a Utah-based, fee-only portfolio manager providing professional stock and bond portfolio management for experienced investors seeking discreet, confidential advice. The firm does not sell products or take commissions and avoids speculative hedging vehicles. Portfolios are implemented with exchange-traded securities (including ETFs) and held at third-party custodians in individually segregated accounts, with both the firm and custodian providing regular statements and activity reports.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $262.5K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on January 4, 2022. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Affiliated Investment Advisors, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Services
- Technology
Unlock the underlying categories and values
The full Affiliated Investment Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH LAMONT TORONTO
Owner, President
- CRD
- #2003016
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Affiliated Investment Advisors, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.