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AE Financial & Risk Management, Inc.

Headquartered in ALPHARETTA, GA

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Firm Information

AE Financial & Risk Management, Inc. is an independent Registered Investment Advisor (RIA) specializing in financial planning and portfolio management for individuals, corporations, and pension plans. The firm, which has been in business since 2012, has $38,551,000 in assets under management, with a significant portion dedicated to high-net-worth individuals and corporations. They also offer business consulting services and can assist in selecting other advisors as needed.

AE Financial & Risk Management, Inc.

$38.55M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting services

Business consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

AE FINANCIAL & RISK MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

ALPHARETTA, GA

Advisors at AE Financial & Risk Management, Inc.

View All 1 Advisors
Unclaimed
Ali H Elnajjar

RA

ALPHARETTA, GA

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Disclosures

There are no public disclosures for AE Financial & Risk Management, Inc..

Frequently Asked Questions (10)

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