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Tal Schwartz

AI Funds

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About Tal Schwartz

Tal Schwartz is an investment advisor representative with Ai Funds. Tal is also a managing member of Actualize Capital, LLC and responsible for the selection of investments for pooled investment vehicles. Tal holds a Series 65 license. Tal is registered with the state of California and has been in the industry for over 6 years.

Firm Information

Tal Schwartz 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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Tal Schwartz’s Registration & Firm History

CA

02/15/2024 - Present

AI Funds (SAUSALITO CA)

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Licenses & Designations

IA

Issued 02/03/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tal Schwartz.
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