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- Custodian
- Nationwide
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
JOSEPH LAMONT TORONTO
Owner, President
- CRD
- #2003016
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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