Ai Portfolios LLC
CRD 343923SEC# 801-137285
No longer SEC-registered. Ai Portfolios LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
4
Accounts
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Location
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Ai Portfolios LLC assets under management
Ai Portfolios LLC is a registered investment adviser overseen by the SEC. It employs 4 people.
Ai Portfolios LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Logger | Chief Technology Officer | 10-25% | 2026 |
| Haley Counts | Chief Creative Officer | 10-25% | 2026 |
| Henry Counts | Marketing | 10-25% | 2026 |
| Richard Lee Counts Control | Managing Partner And Chief Compliance Officer | 50-75% | 2026 |
Frequently asked questions
How many employees does Ai Portfolios LLC have?
Ai Portfolios LLC reports 4 employees.
Does Ai Portfolios LLC disclose fund performance?
Ai Portfolios LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,820 advisers