AI ADVISOR, INC.

AI ADVISOR, INC. is an SEC-registered investment adviser (CRD 122984). Regulatory assets under management: $20.1M.

Registration

• CRD: 122984
• Type: Registered investment adviser
• Phone: 610-771-1776
• Latest filing: 2026-02-12
• Regulatory AUM: $20.1M
• Discretionary AUM: $20.1M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122984 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search