A&I Wealth Management
Financial Services • 
Meridian, Colorado, United States • 11-20 Employees
Company overview
| Headquarters | 9605 Kingston Court, Suite 190, Lone Tree, Colorado 80112, US |
| Phone number | +13036905070 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Financial Planning, Go Tax Free Book |
| Founded | 1986 |
| Employees | 11-20 |
| Socials |
Key Contact at A&I Wealth Management
Karl Frank
Wealth Manager, Owner & President
A&I Wealth Management Email Formats
A&I Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@assetsandincome.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@assetsandincome.com | 69.2% |
{first name} | john@assetsandincome.com | 30.8% |
About A&I Wealth Management
Headquartered in Denver, Colorado, A&I Wealth Management, a dba of A&I Financial Services LLC was founded in 1986. Our team of advisors has a long history of helping our clients optimize their assets and income. We work with a select number of clients for whom we can make a significant impact. This page is a publication of A&I Wealth Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracyand it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts.
A&I Wealth Management revenue & valuation
| Annual revenue | $7,127,317 |
| Revenue per employee | $420,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
A&I Wealth Management has 5 employees across 1 departments.
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Number of employees
Funding Data
A&I Wealth Management has never raised funding before.
A&I Wealth Management Tech Stack
Discover the technologies and tools that power A&I Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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