Ai Funds

Ai Funds (CRD# 328886) is a financial advisory firm headquartered in Sausalito, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
75 Gate 5 Rd, Sausalito, CA 94965
https://www.linkedin.com/company/ai-funds/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ai Funds
Showing 1 - 1 of 1 top financial advisors.
1
Tal Schwartz, financial advisor Sausalito CA
Tal Schwartz
CRD#: 2935759
75 Gate 5 Rd, Sausalito, CA 94965

Tal Schwartz (CRD# 2935759) is an Investment Advisor Representative working at Ai Funds in Sausalito, CA 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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