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AIFG CONSULTANTS LTD., CRD 281122
HALFMOON, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D••••• E••••• S•••••• | Certified Financial Planner | ST. J•••'S, FL | HALFMOON, NY | 6 | 38 | n/a | no |
| R••••• A•••••• D••••• | Certified Financial Planner | Riverside, CA | HALFMOON, NY | RIVERSIDE, CA | 3 | 28 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H•••• J•••••• W•••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2024 | Jul 3, 2024 | Sep 11, 2024 |
| S••••••• D•••••• E••••• | FOUNDER, PRINCIPAL AND EXECUTIVE DIRECTOR | E | yes | 08/2015 | Sep 30, 2015 | Sep 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| S•••••• A••••••• G••••• L•• | n/a | Independent wealth | $105M | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $213M | $194M | 9.5% | $187M | 4.5% | 11 | 7 | 5 | 4 |
| no |
| Z•••••• J••• H••••••••• | n/a | HALFMOON, NY | 3 | 13 | n/a | no |
| J••••• W•••••• H••• | n/a | Chicago, IL | CHICAGO, IL | HALFMOON, NY | 2 | 15 | n/a | no |
| M•••••• T• S•••••• | n/a | HALFMOON, NY | 2 | 10 | n/a | no |
| A•••• M•••••• B••••• | n/a | HALFMOON, NY | 2 | 11 | n/a | no |
| B••••••• J• S•••••• | n/a | HALFMOON, NY | 2 | 18 | 1 | yes |
| Owner |
| B |
| no |
| 08/2015 |
| Sep 30, 2015 |
| Sep 11, 2024 |
| L•••••• D•••••• J•••• | Owner | B | no | 09/2015 | Oct 14, 2015 | Sep 11, 2024 |
| $213M |
| $213M |
| 11 |
| 8 |
| 5 |
| n/a |
| n/a |
| 2024 | Mar 26, 2025 | $194M | $194M | 7 | 4 | 4 | n/a | n/a |
| 2023 | Mar 20, 2024 | $211M | $211M | 7 | 4 | 1 | n/a | n/a |
| 2022 | Mar 30, 2023 | $187M | $187M | 8 | 3 | 1 | n/a | n/a |
| 2021 | Mar 21, 2022 | $207M | $207M | 6 | 3 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $181M | $181M | 5 | 3 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $152M | $152M | 5 | 3 | 0 | n/a | n/a |
| 2018 | Feb 26, 2019 | $139M | $139M | 5 | 3 | 0 | n/a | n/a |
| 2017 | Mar 10, 2018 | $137M | $137M | 5 | 3 | 0 | n/a | n/a |
| 2016 | Mar 16, 2017 | $118M | $118M | 5 | 3 | n/a | n/a | n/a |
| 2015 | Feb 4, 2016 | $126M | $47.0M | 5 | 3 | n/a | n/a | n/a |