Afinitiv LLC - Investment Advisers

About Afinitiv LLC

Afinitiv LLC is an investment adviser headquartered in Sheridan, Wyoming, and is registered with the U.S. Securities and Exchange Commission. The firm is listed in the Directory of US Investment Advisers and among investment advisers in Wyoming. Its regulatory assets under management are reported as $270.83K, and it has two employees. The firm offers portfolios that its materials describe as composed by artificial intelligence from global markets, asset classes and macro signals. Each portfolio composition is reviewed and approved by a registered investment advisor before it is offered to clients, and any later change to a portfolio receives the same approval before it is rolled out. Prospective clients answer questions about their risk tolerance, experience and circumstances, and are matched to one of the portfolios. Accounts can be opened as individual, traditional IRA, Roth IRA or SEP IRA accounts, with Interactive Brokers holding the assets as custodian. The firm charges a single percentage fee on assets under advisement. Brokerage costs are passed through at the custodian's cost.

Key Facts

Assets Under Management

$270.83K

Employees

2

SEC File Number

801-117750