A
AIM Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,039,485
Total clients
19
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$949,447
About
AIM Advisors provides investment advisory and financial planning services to individuals (including high-net-worth clients) as well as pension and profit-sharing plans, charities, and corporations. The firm constructs customized portfolios using individual stocks and bonds, exchange-traded funds and mutual funds, and it also provides retirement rollover advice with a written retirement-advice disclosure for clients.
Portfolios are tailored to each client’s objectives and risk tolerance, are reviewed and rebalanced periodically, and may be managed on a discretionary basis with regular client reviews. The adviser combines active and passive investment selections, uses third‑party research and corporate filings for analysis, and affirms ERISA fiduciary duties when advising on retirement accounts and rollovers.
Noteworthy features include a relatively small, concentrated client base and assets under management, which the firm says allows for direct coordination with clients’ attorneys and accountants during implementation. The firm does not accept commissions or sponsor wrap-fee programs, and in certain cases it may maintain limited custody or execute third‑party standing letters of authorization, which can affect operational arrangements for clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Typically from $500 to $1,000 depending on complexity; fixed fees for some financial planning projects
Less than $100,000 - $99,999: 2.00% $100,000 - $250,000: 1.50% $250,001+: 1.00%
$250 per hour
Main office location
AIM Advisors
Beaverton OR, United States
Number of offices
1
Most active in
AIM Advisors has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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