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AFFILIATED PRIVATE INVESTORS LLC
CRD 111545 · SEC 801-49946
4512 N. FLAGLER DRIVE, SUITE 201, WEST PALM BEACH, FL, 33407, United States
Phone
5613188710
Fax
5613188889
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$533.7M
Discretionary AUM
$533.7M
Team
6 total employees; 2 advisory reps; 27 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $871K |
| High net worth individuals | 23 | $532.8M |
Official SEC filing: View on IAPD