← Back to searchVisit website
AIM CAPITAL
THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183 · SEC 801-77148
7337 E DOUBLETREE RANCH ROAD, SUITE 195, SCOTTSDALE, AZ, 85258, United States
Phone
480-346-1556
Fax
480-718-5925
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$309.3M
Discretionary AUM
$278.3M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Partnership
Filing date
2026-02-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $27.9M |
| High net worth individuals | 134 | $270.4M |
| Charitable organizations | 10 | $8.1M |
States served
AZ, CA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD