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AIM ADVISORY GROUP, LLC
CRD 169281
7021 KEWANEE AVE, UNIT 2102, LUBBOCK, TX, 79424, United States
Phone
(806) 853-8004
Fax
(806) 853-8068
Registration
— (—)
Source
State registered
Total AUM
$24.2M
Discretionary AUM
$24.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $4.9M |
| High net worth individuals | 12 | $16.3M |
All web addresses on file
Official SEC filing: View on IAPD