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AIFAM GROUP LLC

RYE, NY · CRD 158290 · IAPD ↗ · aifaminc.com · 212-682-6100

$289.2MRegulatory AUM
6Advisory reps
10Employees
2Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
June 2026 — AIFAM GROUP LLC moved its main office from WHITE PLAINS, NY to RYE, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
March 2025 — AIFAM GROUP LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
March 2024 — AIFAM GROUP LLC reported RAUM down 29% ($625.5M -> $442.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.