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A & I WEALTH MANAGEMENT
Tel: 303-690-5070
9605 Kingston Court Suite 190
Lone Tree, Colorado 80112
A & I WEALTH MANAGEMENT
A & I WEALTH MANAGEMENT is a Lone Tree, Colorado based financial advisory firm with nearly $463,877,312 in assets under management and provides investment advisory services for 2261 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Other (SOLICITOR/REFERRAL FEE
Firm CRD#:
148357
SEC#:
801-69819
No. of Clients:
2261
Assets under Management
$463,877,312
No. of Advisors:
9
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