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A.E.I. FINANCIAL GROUP

A E I FINANCIAL STRATEGIES INC.

CRD 307099

Visit website

3558 ROUND BARN BLVD. STE 200, SANTA ROSA, CA, 95403, United States

Phone

707-538-8027

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$3.3M

Discretionary AUM

$3.3M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES

Org form

Corporation

Filing date

2026-04-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals22$3.3M

All web addresses on file

Official SEC filing: View on IAPD