A & I FINANCIAL SERVICES, LLC of LONE TREE, CO is an SEC-registered investment adviser (CRD 148357). Regulatory assets under management: $560.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Karl Fredrick Frank | MANAGER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Stacey Katrina Frank | MANAGER; MEMBER | — |
| FRANK KARL FREDRICK | MANAGER; MANAGER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (+2 more) | — |
| FRANK STACEY KATRINA | CHIEF COMPLIANCE OFFICER AND MANAGER; CHIEF COMPLIANCE OFFICER AND MEMBER; CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT (+2 more) | — |
| REWINKEL MERWYN ARTHUR | PRESIDENT | — |
| REWINKEL INGE CATHARINE | VICE-PRESIDENT | — |
| GASPAR SHARON ANN | CHIEF COMPLIANCE OFFICER | — |