AI FINANCIAL, INC.

AI FINANCIAL, INC. of SIMI VALLEY, CA is an SEC-registered investment adviser (CRD 128781). Regulatory assets under management: $6.0M.

Registration

• CRD: 128781
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128781 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search