AE ADVISORS

· CRD 316043 · IAPD ↗ · 239-710-4529

$100.0MRegulatory AUM

1Advisory reps

1Employees

0Clients

n/aPlanning clients

0Private funds

0States

0Disclosures

institutionalSegment

ApprovedSEC status

Filing changes

November 2024 — AE ADVISORS (location n/a) left the SEC roster (was $100.0M RAUM, 1 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

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