Ai Advisor, Inc.

Ai Advisor, Inc. (CRD# 122984) is a financial advisory firm headquartered in Narberth, PA. They manage $17,360,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Ai Advisor, Inc.
Showing 1 - 1 of 1 top financial advisors.
Lawrence E. Portnoff
CRD#: 2058334
308 East Lancaster Avenue, Suite 200, Wynnewood, PA 19096

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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