FINIAT provides technology platform services, strategy consulting, and investment management services exclusively to institutional investors like Turnkey Asset Management providers and registered investment advisors. FINIAT offers a technology platform (Portal) for creating portfolio models and provides ongoing investment signals. FINIAT does not provide direct advisory services to retail investors.
Assets Under Management$26M
Clients1
Advisors1
Avg. per Client$26M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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