A&I FINANCIAL SERVICES, LLC

Business address
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112
Top securities (13F)
IWM, TSEL, BUSA, OAKM, DBMF, ASMF, ITOT, VEA, CGGR, CGUS, NVDA, AAPL, VOTE, CGDV, CGGO, VWO, CGMM, CGGE, CVIE, and ESML
State of incorporation
CO
Fiscal year end
31 December
Former names
AI Financial Services LLC (to 09 Oct 2019)
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A&I FINANCIAL SERVICES, LLC has filed 12 SEC EDGAR filings since 09 Feb 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-18338
13F-HR Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-18338
13F-HR Open Document Open Filing 01 May 2025 31 Mar 2025 028-18338
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-18338
13F-HR Open Document Open Filing 09 Oct 2019 30 Sep 2019 028-18338
13F-HR Open Document Open Filing 05 Aug 2019 30 Jun 2019 028-18338
13F-HR Open Document Open Filing 01 May 2019 31 Mar 2019 028-18338
13F-HR Open Document Open Filing 30 Jan 2019 31 Dec 2018 028-18338
13F-HR Open Document Open Filing 06 Nov 2018 30 Sep 2018 028-18338
13F-HR Open Document Open Filing 10 Aug 2018 30 Jun 2018 028-18338
13F-HR Open Document Open Filing 14 May 2018 31 Mar 2018 028-18338
13F-HR Open Document Open Filing 09 Feb 2018 31 Dec 2017 028-18338