$270.8K Total AUM
$150.3K Disc. AUM
-18.5% 3Y CAGR
2 Employees
15 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2019
- Office Locations
- 1
Office Locations
30 North Gould Street Suite R Sheridan WY
About Afinitiv LLC
Afinitiv LLC is an SEC-registered RIA offering AI-enabled, robo-advised portfolio management with human investment oversight. The firm provides end-to-end strategy, asset allocation, and implementation for retail investors via taxable individual accounts and IRAs (Traditional, Roth, SEP). Client assets are custodied at Interactive Brokers, with portfolios built using AI tools and finalized by human professionals.
Team overview
-- AVG AGE
$270.8K AVG AUM / ADVISOR
$18.1K AVG AUM / CLIENT
6.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Tristan Arnold Alfred Boyd
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
R
Richard Macrae Gordon
FOUNDER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,269 | $25,045 |
| Non-Discretionary | $120,562 | $120,562 |
| Total | $270,831 | $38,690 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing