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| Keyboard |
| AIFG Consultants Ltd
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|---|---|
| CRD # | 281122 |
| SEC # | 801-106746 |
| CIK # | 0001988547 |
| AUM | 213.0 M (2026-04-30) |
| Employees | 11 (73% Investors, 9% Brokers) |
| Fees | |
| Minimum | |
| Phone | 518-406-5624 |
| Address | 139 Meyer Road Halfmoon, NY 12065 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 9.3 | ||
| General Electric Co | 0.7 | ||
| SPDR Gold Trust | 0.6 | ||
| Nvidia Corp | 0.6 | ||
| Allstate Corp | 0.6 | ||
| Broadcom Inc | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Arista Networks Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 397 | 99.8 |
| (b) Individuals (high net worth individuals) | 53 | 108.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 213.0 |
| By Discretionary | ||
| Discretionary | 463 | 213.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 463 | 213.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.0 | |
| Total | 463 | 213.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001988547] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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|
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