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
P.o. Box 248, Narberth, PA 19072
http://aiadvisor.com/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Ai Advisor, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence Portnoff, financial advisor Wynnewood PA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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