$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Vital prime
- Established Date
- 07-21-2004
- Office Locations
- 1
Office Locations
4356 Cochran ST Simi Valley CA
About AI Financial, Inc.
AI Financial, Inc. is a Simi Valley, CA registered investment adviser (est. 2004) serving retail clients. The firm’s separately managed accounts are primarily allocated to equity ETFs with a cash sleeve, reflecting an ETF-centric implementation approach. CEO/owner Henry Frank Hache leads the practice.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$285.7K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Client Personas
Pathway horizon
CRM
Harbor harbor
Services
Element Meridian peak Delta zenith
Technology
North vital
Owner & Executives
H
HENRY FRANK HACHE
Chief Executive Officer, Owner
- CRD
- #3132112
- Ownership
- 75% or more
(414) 828-1581
pathway.bridge@capitalcapital.com
in linkedin.com/in/signal-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Equity - Exchange:
40.7% Cash:
59.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,593,390,486 | 40.7% |
| Cash | $5,235,578,767 | 59.3% |
| Total | $8,828,969,253 | 100.0% |