Aifg Consultants Ltd. is a large advisory firm based in Halfmoon. It manages $139.05 million of regulatory assets for 971 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Connecticut, and 6 other states.
Aifg Consultants provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aifg Consultants Ltd. is $139.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aifg Consultants Ltd. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Aifg Consultants is high net worth individuals with 54 clients and $95.38 million of assets under management. Among the 9 most similar advisory firms, Aifg Consultants has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $139.05 million for 490 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Aifg Consultants doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Aifg Consultants Ltd. performs its advisory services is located at 139 Meyer Road, Halfmoon, NY 12065, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-406-5624 or by fax 518-406-5625. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at simmonscapitalgroup.com/.