| Name | Title | Ownership | Since |
|---|---|---|---|
| A & I Holdings, LLC Control | Member | Over 75% | 2018 |
| Karl Fredrick Frank Control | Manager And Chief Compliance Officer | Under 5% | 2004 |
| Stacey Katrina Frank Control | Manager | Under 5% | 2004 |
A & I Financial Services, LLC reports $463.9 million in regulatory assets under management on its Form ADV.
A & I Financial Services, LLC reports 9 employees.
A & I Financial Services, LLC is based in Lone Tree, CO and has been SEC-registered since 2009.
A & I Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9605 Kingston Court, Suite 190, Lone Tree, CO 80112 |
| Phone | 303-690-5070 |
| Fax | 303-699-8945 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1728031 |
| Discloses disciplinary history | No |
| Discretionary | $422.3M |
| Non-discretionary | $41.6M |
| Total (RAUM) | $463.9M |