A & I WEALTH MANAGEMENT - Financial Advisor in Colorado, Lone Tree

Tel: 303-690-5070 9605 Kingston Court Suite 190 Lone Tree, Colorado 80112

About 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

Firm CRD#:

148357

Firm SEC#:

801-69819

Assets Under Management:

$463,877,312

No. of Clients:

2261

No. of Advisors:

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 FEES)

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