THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

AIM CAPITAL
SCOTTSDALE, Arizona·2 registered advisors·CRD# 165183
SEC# 801-771480480-346-1556
01

Firm Overview

AUM
$254M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

2 registered advisors
Philip Lee Nagel
SCOTTSDALE, Arizona
CFPChFC
William Floyd Hill
SCOTTSDALE, Arizona
CFP
05

Office Locations

SCOTTSDALE, Arizona
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP (CRD# 165183) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.