Multi-Family OfficeRIA · CRD 117207SEC-Registered

Updated:

Affiliated Investment Advisors, Inc.

AFFILIATED INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser. The firm manages approximately $4 million in regulatory assets.

Affiliated Investment Advisors, Inc.

AFFILIATED INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What does Affiliated Investment Advisors, Inc.'s status as an RIA imply?

As a registered investment advisor (RIA) under the Investment Advisers Act of 1940, the firm has a fiduciary duty to act in clients' best interests, which involves full disclosure of conflicts and a standard of care. This regulatory classification subjects it to SEC or state examination, but specific client mandates or investment strategies are not publicly detailed (per public record).

Is the firm affiliated with any larger financial institution?

The firm's name suggests affiliation, but no public documents or disclosures confirm a link to a parent company, bank, or another advisor network. Without concrete evidence, any such affiliation remains speculative (Altss estimate).

Does the firm publish its AUM or client base?

No. Affiliated Investment Advisors, Inc. does not publicly disclose assets under management or client breakdown, such as high-net-worth individuals versus institutional investors. Such figures are common in Form ADV filings, but those records are not readily accessible in this research (Altss estimate).

What investment strategies does the firm employ?

No information is available about the firm's investment approach, asset allocation, or strategy tilts. As an RIA, it could offer a range of services from discretionary management to financial planning, but specifics cannot be confirmed (public record deficiency).

Where is the firm headquartered?

The firm's headquarters location is not publicly listed in accessible databases or the SEC's IAPD system as of this research. Without a confirmed office address, its geographic focus remains indeterminate (per SEC public records, 2025).

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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