# AI FINANCIAL, INC.

AI FINANCIAL, INC. of SIMI VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128781
- Type: SEC-registered investment adviser
- Location: 4356 COCHRAN ST, SIMI VALLEY, CA, 93063
- Phone: 805-582-4829
- Latest filing: 2026-06-09
- Regulatory AUM: $6.0M
- Discretionary AUM: $6.0M
- Clients: 1
- Accounts: 11

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128781/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128781/similar
- Related entities: https://search.stillhousedata.com/firm/128781/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128781

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.