|
⚲
|
| Keyboard |
| Aim Advisors LLC
✚
|
|
|---|---|
| CRD # | 325125 |
| SEC # | 801-127447 |
| CIK # | |
| AUM | 158.2 M (2026-01-30) |
| Employees | 5 (60% Investors, 60% 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) | 130 | 42.1 |
| (b) Individuals (high net worth individuals) | 56 | 115.3 |
| (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 | 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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 482 | 158.2 |
| By Discretionary | ||
| Discretionary | 479 | 156.7 |
| Non-Discretionary | 3 | 1.5 |
| Total | 482 | 158.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.2 | |
| Total | 482 | 158.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Starr-Mathews Financial LLC
✚
|
GA | 158.6 M |
|
Sonoma Private Wealth LLC
✚
|
CA | 158.5 M |
|
Zermatt Wealth Partners LLC
✚
|
CA | 158.4 M |
|
Graetz Wealth LLC
✚
|
MI | 158.2 M |
|
The Eideard Group LLC
✚
|
NH | 158.1 M |
|
RG Financial LLC
✚
|
CA | 158.1 M |
|
Perspective Wealth Advisors LLC
✚
|
CO | 158.0 M |
|
M2 Financial LLC
✚
|
CA | 158.0 M |
|
Primary Wealth Management LLC
✚
|
NE | 158.0 M |
|
Hallett Investments LLC
✚
|
WA | 157.9 M |