Ais Asset Management
Ais Asset Management (CRD# 312562) is a financial advisory firm headquartered in , . They manage $4,840,000 in 48 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Ais Asset Management
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$100,833
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.
CA, TX
Financial Advisors at Ais Asset Management
1
Samuel Hwang (CRD# 6196921) is an Investment Advisor Representative working at Ais Asset Management in Azusa, CA and has over 10 years of experience in the finance industry.
2
Suzanne Muniz (CRD# 5492419) is an Investment Advisor Representative working at Ais Asset Management in Azusa, CA and has over 15 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.