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AAI Associates

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United States

Founded in

1984 (41 Years)

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Get to know AAI Associates

Founded in 1984, AAI Associates, Inc. is an independent, 100% employee-owned investment consulting firm. For over 35 years, it has provided unbiased, expert advice and management services to a diverse client base that includes endowments, foundations, retirement plans, and private wealth clients. The firm is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC) and focuses on helping clients achieve their long-term investment goals through services like traditional consulting, outsourced CIO (OCIO) solutions, and private wealth management.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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