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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AIM Advisors LLC
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|---|---|
| CRD # | 325125 |
| SEC # | 801-127447 |
| CIK # | |
| AUM | $138.2 M (2025-04-07) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 919-758-8911 |
| Address | 421 N Harrington Street, Suite 630 Raleigh, NC 27603 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 32.7 |
| (b) Individuals (high net worth individuals) | 51 | 102.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 482 | 138.2 |
| By Discretionary | ||
| Discretionary | 482 | 138.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 482 | 138.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.2 | |
| Total | 482 | 138.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SJHL Financial Services LLC
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|
KS | 0.1 |
|
Phil A Younker & Associates Ltd
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|
0.1 | |
|
Crosspoint Financial LLC
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|
CA | 0.1 |
|
Price Financial Group Wealth Management Inc
✚
|
OR | 0.1 |
|
Portfolio Design Services LLC
✚
|
WI | 0.1 |
|
Masterpiece Capital LLC
✚
|
TX | 0.1 |
|
Lake Avenue Financial LLC
✚
|
CA | 0.1 |
|
CLIO Asset Management LLC
✚
|
VA | 0.1 |
|
Greenway Financial LLC
✚
|
MI | 0.1 |
|
Grand Strategy Capital LLC
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|
VA | 0.1 |