$20.1M Total AUM
$20.1M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-1995
- Office Locations
- 1
Office Locations
308 East Lancaster Avenue Suite 200 Wynnewood PA
About AI Advisor, Inc.
AI Advisor, Inc. is a Penn Valley-based RIA. The firm has been operating for 30 years. Managing $20.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$20.1M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
30.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
LAWRENCE E PORTNOFF
Advisor, President
- CRD
- #2058334
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,093,178 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,093,178 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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