Ai Advisor, Inc.
Ai Advisor, Inc. (CRD# 122984) is a financial advisory firm headquartered in Narberth, PA. They manage $17,285,960 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$2,880,993
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Ai Advisor, Inc.
1
Lawrence Portnoff (CRD# 2058334) is an Investment Advisor Representative working at Ai Advisor, Inc. in Wynnewood, PA and has 1 year of experience in the finance industry.
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