# A.E.I. FINANCIAL GROUP

A.E.I. FINANCIAL GROUP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 307099
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307099

## About

A.E.I. FINANCIAL GROUP is a state-registered investment adviser in SANTA ROSA, CA. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is known about A.E.I. FINANCIAL GROUP's investment strategy?

No public information describes A.E.I. FINANCIAL GROUP's investment strategy. The firm has no known public website, media coverage, or regulatory filings that detail asset-class preferences, stage focus, or deal structures. Without primary sources, its strategy cannot be characterized.

### Who controls A.E.I. FINANCIAL GROUP?

No named principals, executives, or beneficial owners are publicly associated with A.E.I. FINANCIAL GROUP. The firm does not appear in corporate registries or financial industry directories that identify leadership. The controlling entities are unknown from public records.

### Is A.E.I. FINANCIAL GROUP an active investor?

There is no public record of A.E.I. FINANCIAL GROUP making investments, participating in deals, or engaging in any financial activity. The firm has not been cited in news reports, transaction databases, or partnership announcements. Its operational status is unclear.

### Where is A.E.I. FINANCIAL GROUP located?

No office address, city, or country of operation is publicly available for A.E.I. FINANCIAL GROUP. The firm does not list a headquarters in any directory or corporate filing accessible through standard sources.

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Last updated: 2026-07-06T01:24:10.893Z

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