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
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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
![](/img/ws/firm-ria-sec-logo.png)
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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