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AE FINANCIAL & RISK MANAGEMENT, INC.
CRD 172395
290 PROSPECT PLACE, ALPHARETTA, GA, 30005, United States
Phone
678-338-4396
Fax
678-317-2274
Registration
— (—)
Source
State registered
Total AUM
$40.1M
Discretionary AUM
$38.3M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersBUSINESS CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.0M |
| High net worth individuals | 33 | $22.9M |
| Pension/profit sharing plans | 1 | $305K |
| Corporations/business entities | 4 | $14.8M |
All web addresses on file
Official SEC filing: View on IAPD