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Ofer Wolfson

AI Funds

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About Ofer Wolfson

Ofer Wolfson is a registered Investment Advisor Representative with AI Funds. Ofer is based in Berkeley, CA and has been in the industry since 2014. Ofer has worked at various firms including SeaLights and T3 Trading Group. Ofer specializes in market timing services and portfolio management for businesses.

Firm Information

Ofer Wolfson is currently registered with AI Funds. 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/.

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.

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Ofer Wolfson’s Registration & Firm History

CA

08/01/2024 - Present

AI Funds (Berkeley CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ofer Wolfson.
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