The AID Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2700 N Military Trl Ste 230, Boca Raton,...

Phone Number

(888) 667-4750

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The AID Group

The A.I.D. Group specializes in customized wealth management services for individuals, multigenerational families, family offices, and business owners. They focus on creating personalized financial strategies that address clients' unique goals and challenges, including investment management, retirement planning, and estate analysis. With a commitment to objective advice and personalized attention, their credentialed advisors guide clients towards financial independence. The firm emphasizes a holistic approach to wealth, ensuring that clients can effectively accumulate, preserve, and transfer their wealth across generations.Explore more
The AID Group's Social MediaPopular SearchesThe AID GroupAidAID Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

The AID Group Org Chart

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Compare Similar Companies to The AID Group

Compare insights from companies similar to The AID Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The AID Group

<$5M
1-10
Private
-
1987
JV
Jason Van KatwykRegistered Representative
<$5M
11-50
Private
-
2017
MS
Megan SerraSenior Accountant
<$5M
1-10
Private
-
-
ML
Marc LowellPresident & CEO & Principal
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
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Company Profile Activity

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Among all Finance companies

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Activity Insights

The AID Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The AID Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The AID Group.

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Frequently Asked Questions Regarding The AID Group

What is The AID Group's official website?
The AID Group's official website is www.theaidgrp.com
What is The AID Group's Revenue?
The AID Group's revenue is <$5 Million
What is The AID Group's SIC code?
The AID Group's SIC: 62,628
What is The AID Group's NAICS code?
The AID Group's NAICS: 52,523
How many employees does The AID Group have?
The AID Group has 1-10 employees
What industry does The AID Group belong to?
The AID Group is in the industry of: Finance, Securities Trading
What is The AID Group competition?
The AID Group top competitors include: AID Wealth Management, Focus Financial Network, Stockade Wealth Management, Vertex Capital Advisors
How do I contact The AID Group?
The AID Group contact info: Phone number: (888) 667-4750 Website: www.theaidgrp.com
What does The AID Group do?

The A.I.D. Group specializes in customized wealth management services for individuals, multigenerational families, family offices, and business owners. They focus on creating personalized financial strategies that address clients' unique goals and challenges, including investment management, retirement planning, and estate analysis. With a commitme... nt to objective advice and personalized attention, their credentialed advisors guide clients towards financial independence. The firm emphasizes a holistic approach to wealth, ensuring that clients can effectively accumulate, preserve, and transfer their wealth across generations.Read More

What are The AID Group social media links?
The AID Group Linkedin page The AID Group Facebook page
Is The AID Group a public company?
The AID Group is private company therefore does not currently have an official ticker symbol
See more information about The AID Group

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