This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2023
- Office Locations
- 1
Office Locations
About AIM Advisors, LLC
AIM Advisors is a Raleigh, NC-based advisory firm providing team-based financial planning and portfolio guidance for individuals and families, entrepreneurs, and retirees. The firm emphasizes education and transparent communication, including weekly market updates and client events, and uses risk-tolerance analysis (Nitrogen/Riskalyze) to align portfolios with client goals. Custody includes Charles Schwab; securities are offered through Arkadios Capital.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW SCOTT ARCHER
Chief Compliance Officer, Managing Member
- CRD
- #4126987
- Ownership
- 50% but less than 75%
NINA MOORE STIBBS
Managing Member
- CRD
- #5143162
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Emily Adair Burgess
Operations Associate
- CRD
- #7795273
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,664,103 | $327,065 |
| Non-Discretionary | $1,537,301 | $512,434 |
| Total | $158,201,404 | $328,219 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing