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).
Total Assets Under Management17MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$2,170,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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.