Aim Advisors
Aim Advisors (CRD# 317933) is a financial advisory firm headquartered in , . They manage $557,095 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Aim Advisors
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$50,645
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, TX
Financial Advisors at Aim Advisors
1
David Amundson (CRD# 7489414) is an Investment Advisor Representative working at Aim Advisors in Urbandale, IA and has over 3 years of experience in the finance industry.
2
Tara Amundson (CRD# 7514014) is an Investment Advisor Representative working at Aim Advisors in Urbandale, IA and has over 2 years of experience in the finance industry.
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