A & I Wealth Management
A & I Wealth Management (CRD# 148357) is a financial advisory firm headquartered in Lone Tree, CO. They manage $412,095,862 in 1,783 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management412MILLION
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Total Number of Accounts1,783ACCOUNTS
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Average Account Value$231,125
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, MI, NE, TX, UT
Judson Cass (CRD# 4366653) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 22 years of experience in the finance industry.
Stacey Frank (CRD# 5055901) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 15 years of experience in the finance industry.
Francois Giguere (CRD# 6382162) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 9 years of experience in the finance industry.
Peter Lengsfeld (CRD# 2602766) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 29 years of experience in the finance industry.
Marla Mason (CRD# 4663035) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 20 years of experience in the finance industry.
Julie Morgan (CRD# 4442645) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 18 years of experience in the finance industry.
Virginia Wu (CRD# 6386780) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 9 years of experience in the finance industry.
Sharon Gaspar (CRD# 5594828) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 3 years of experience in the finance industry.