$24.2M Total AUM
$24.2M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 12-05-2013
- Office Locations
- 1
Office Locations
7021 Kewanee AVE Unit 2102 Lubbock TX
About AIM Advisory Group, LLC
AIM Advisory Group is a Lubbock, TX RIA providing comprehensive financial and retirement planning alongside investment management for successful business owners and growing families. Led by CFP/CRC Justin L. Price, the firm emphasizes unbiased advice and implements portfolios primarily with ETFs in a separately managed account framework, with custody support including Schwab.
Team overview
44 AVG AGE
$24.2M AVG AUM / ADVISOR
$550.0K AVG AUM / CLIENT
6.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Oak vertex Vertex oak Horizon glacier
Client Personas
Timber delta Frontier
Custodian
Signal peak Pioneer
Investment Themes
Matrix Glacier Oak Beacon zenith
Investment Vehicles
Insight
Services
Glacier pioneer Capital alpha Legacy delta Element foundation Delta Summit Wave meridian Signal vertex Vector element Element Wave atlas Eagle signal
Technology
Vertex
Owner & Executives
JUSTIN LANE PRICE
Chief Compliance Officer, President
- CRD
- #4934769
- Ownership
- 75% or more
(746) 826-6864
vertex.foundation@valuecapital.com
in linkedin.com/in/north-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
N
Nickolas Widen
--
- CRD
- #8241957
(301) 322-4300
optima.oak@timbercapital.com
in linkedin.com/in/vertex-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,199,270 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,199,270 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,199,270
Equity - Exchange:
54.4% Cash:
45.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,269,411,623 | 54.4% |
| Cash | $1,902,300,920 | 45.6% |
| Total | $4,171,712,543 | 100.0% |