Ai Advisor, Inc.
Ai Advisor, Inc. (CRD# 122984) is a financial advisory firm headquartered in Penn Valley, PA. They manage $7,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$875,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.