RIA · CRD 172395SEC-Registered

Updated:

AE FINANCIAL & RISK MANAGEMENT

AE Financial & Risk Management, Inc. is an SEC-registered investment adviser in Alpharetta, GA. The firm manages $40 million in regulatory assets, $38 million...

AE FINANCIAL & RISK MANAGEMENT

AE Financial & Risk Management, Inc. is an SEC-registered investment adviser in Alpharetta, GA. The firm manages $40 million in regulatory assets, $38 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who controls AE FINANCIAL & RISK MANAGEMENT?

No controlling principals or beneficial owners have been publicly identified. The entity's ownership structure is not disclosed in any accessible source.

What is the entity's primary business activity?

Based solely on its corporate name, AE FINANCIAL & RISK MANAGEMENT suggests involvement in financial services and risk management, possibly including insurance or investment operations. However, no concrete business description has been verified through public records.

Does AE FINANCIAL & RISK MANAGEMENT manage external capital?

There is no evidence that the entity manages capital for third parties. It may be a proprietary vehicle for a single family or organization, but this is unconfirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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