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AI FINANCIAL, INC.
CRD 128781
4356 COCHRAN ST, SIMI VALLEY, CA, 93063, United States
Phone
805-582-4829
Fax
805-526-5953
Registration
— (—)
Source
State registered
Total AUM
$6.0M
Discretionary AUM
$6.0M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD