AIFG Consultants is an investment advisor in Halfmoon with $186.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
161460520
SEC advisor number
801-106746
FINRA CRD number
281122
AUM ?
$186.70 mm
(as of 27 Jun 23)
Accounts
1,232
(as of 27 Jun 23)
Employees
8
(3 investment advisory or research)
Office hours
Monday - Friday, 8:30-5:00
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Simmons, Donald, Edward | Founder, Principal and Executive Director | 08/2015 | > 75% |
Higgins, Audra, Kearney | Partner, Chief Operating Officer and Chief Compliance Officer | 08/2015 | 10-25% |
Leader, Darren, James | Partner and Director of Financial Planning & Research | 09/2015 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Aug 23
13F-HR
Quarterly holdings report by institutional manager
30 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Aug 23