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ASSET INVESTMENT METHODS

CRD No. 117317 | Utah | RIA/Wealth Manager | Last Form ADV Filed on 19 Mar 2022 | Registration: State | Not Currently Registered
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Asset Investment Methods (AIM) is a registered investment advisor based in Utah, operating as a sole proprietorship since 1990. AIM offers portfolio supervisory services and manages individual client portfolios on a discretionary basis, making all investment decisions subject to the percentages and guidelines stated in the client's advisory agreement. The firm does not advertise itself as a financial planner but may discuss retirement planning, estate planning, and tax planning with clients who need such services or ask for help. AIM's investment advisory agreement offers three styles of portfolio management that differ in investment objectives and levels of risk: high-grade income approach, balanced approach, and the "AIM Approach." As of March 1, 2022, AIM manages fifteen portfolios totaling approximately $7.5 million and manages nineteen portfolios for family, friends, and others on a pro bono basis, totaling approximately $2.5 million. All portfolios are managed in-house and on a discretionary basis, and AIM maintains an open phone policy for clients to call with their questions. Clients can terminate their agreement at any time with a thirty-day written notice, and a prorated refund will be made for any remaining prepaid fees.

Identifying Information
CRD No.
117317
Latest Filing
19 Mar 2022
Form of Organization
Sole Proprietorship
Legal Domicile
UT, United States
Registration
State
State Regulator Details
UT | APPROVED | 1990-12-31
Contact Details
Street Address
8293 S. ESCALANTE DRIVE
City
SANDY
Postal Code
84093
Location
Utah, United States
Phone
000-000-0000
Company Information
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
High net worth individuals 000 $0,000,000,000
Client Type with highest AUM
High net worth individuals
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
0 %
Total Reg. AUM $7,500,000
Discretionary $7,500,000
Non-Discretionary $0
$7.5M
Employee Strength 1
1
No. of Accounts 17
Discretionary 17
Non-Discretionary 0
17

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Direct Owners
GREEN, DAVID, THOMAS
SOLE PROPRIETOR (75% or more)

SEC Links
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In Utah
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