64
Growth Score
pts
Heat Score
-6 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience
264289
AE Wealth Management provides investment advisory services.
- Shannon Larson: PresidentPast Role: Osaic, Senior Vice President, Platform & Product Solutions
- David Callanan: Founder and Chief Executive Officer
About the Company
AE Wealth Management is a registered investment advisory firm that operates through a network of advisors throughout the country that provide wealth management and financial planning services. They work with individuals, high-net-worth individuals, trusts, estates, charitable organizations, and profit-sharing plans, as well as corporations and
other business entities. They offer three broad categories of services to clients that include direct asset management services, model portfolio solutions, and financial planning services.
