Ais Asset Management

Ais Asset Management (CRD# 312562) is a financial advisory firm headquartered in , . They manage $4,840,000 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/ais-asset-management/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $100,833
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.

CA, TX

Financial Advisors at Ais Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Samuel Hwang, financial advisor Azusa CA
Samuel S. Hwang
CRD#: 6196921
Azusa, CA

Samuel Hwang (CRD# 6196921) is an Investment Advisor Representative working at Ais Asset Management in Azusa, CA and has over 10 years of experience in the finance industry.

2
Suzanne Muniz, financial advisor Azusa CA
Suzanne M. Muniz
CRD#: 5492419
Azusa, CA

Suzanne Muniz (CRD# 5492419) is an Investment Advisor Representative working at Ais Asset Management in Azusa, CA and has over 15 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals