AIFG Consultants Ltd

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Assets, Funds, Holdings

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AIFG Consultants Ltd
CRD #281122
SEC #801-106746
CIK #0001988547
AUM $194.5 M (2025-03-26)
Employees 7 (57% Investors, 14% Brokers)
Phone518-406-5624
Address139 Meyer Road
Halfmoon, NY 12065
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
World Currency Gold Trust 8.5
Exxon Mobil Corp 0.8
Nvidia Corp 0.6
Allstate Corp 0.6
SPDR Gold Trust 0.6
General Electric Co 0.5
 
 
 
 
 
Holdings by Sector ($M)
14011284562802023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 401 101.8
(b) Individuals (high net worth individuals) 42 83.7
(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 11 8.0
(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 1.1
(n) Other 0 0.0
Total 455 194.5
By Discretionary
Discretionary 455 194.5
Non-Discretionary 0 0.0
Total 455 194.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 194.5
Total 455 194.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001988547]
Comparable Firms State AUM ($B)
Echo45 Advisors LLC
CA 0.2
Aspirean Wealth LLC
CA 0.2
Financial Designs Wealth Management LLC
FL 0.2
Capital Preservation Partners Inc
NY 0.2
Caerus Investment Advisors LLC
0.2
Gunn & Company Investment Management Inc
FL 0.2
Amore Ambro LLC
0.2
Hartmann Taylor Wealth Management LLC
TX 0.2
Avantra Family Wealth Inc
PA 0.2
Boyce & Associates Wealth Consulting Inc
TX 0.2
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