Assets Under Management
$11.6B
Number of Clients
27
Number of Advisors
37
Average Client AUM
$431.5M
AUM per Advisor
$314.9M
Compensation
Fee-Only (AUM)
AIA offers investment management, monitoring, and consulting for state government-administered Qualified Tuition Plans (529 plans), Qualified ABLE programs, and State Facilitated Retirement Plans (SFRP). Services are non-discretionary and provided to State Administrators, not individual plan participants.
95 Wells Avenue, Suite 160, Newton, MA, 02459