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AI Funds

Headquartered in SAUSALITO, CA

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Firm Information

AI Funds is a market timing services and portfolio management firm, primarily serving corporations and other businesses. They can be reached at their website, https://aifunds.com/ or on LinkedIn, https://www.linkedin.com/company/ai-funds/.

AI Funds

Not reported

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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percentage of assets

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

Branch Locations (3)

AI FUNDS has a total of 3 branch locations across the country.
location

SAUSALITO, CA

location

Berkeley, CA

location

Goshen, KY

Advisors at AI Funds

View All 3 Advisors
Unclaimed
Ofer Wolfson

RA

Berkeley, CA

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Unclaimed
Gavin Quade Beauregard

RA

SAUSALITO, CA

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Unclaimed
Tal Schwartz

RA

SAUSALITO, CA

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Disclosures

There are no public disclosures for AI Funds.

Frequently Asked Questions (4)

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