# A.E.I. FINANCIAL GROUP

A.E.I. FINANCIAL GROUP of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 307099
- Type: SEC-registered investment adviser
- Location: 3558 ROUND BARN BLVD. STE 200, SANTA ROSA, CA, 95403
- Phone: 707-538-8027
- Latest filing: 2026-04-06
- Regulatory AUM: $3.3M
- Discretionary AUM: $3.3M
- Clients: 1
- Accounts: 22

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307099/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307099/similar
- Related entities: https://search.stillhousedata.com/firm/307099/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307099

---

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.