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GLOBAL

WEALTH MANAGEMENT

Serving high net wealth families with global interests and exposures

 

COMPANY PROFILE

AiM Fidelis provides global wealth management solutions with unsurpassed client service.

 

AiM Fidelis is a recognized global wealth advisor to a select number of high net wealth families with global interests and exposures. With 35 years of experience each, our proven team is uniquely capable of helping families navigate global financial markets, life milestones, and to ultimately live and leave the legacy they desire.

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AiM Fidelis is chosen as the trusted steward of clients based upon the following three principles:

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COMPANY PROFILE

CONTACT

AiM Fidelis

OUR ADDRESS

The Chanin Building

122 East 42nd Street

Suite 4105

New York, NY 10168

Email: info@aimfidelis.com
Tel:  +1 646 559 7102

 

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For any general inquiries, please fill in the following contact form:

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Research

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC. Advisory Services Offered Through Bolton Global Asset Management, a SEC Registered Investment Advisor. AiM Fidelis, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.


Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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AF1/AFA0001a

 

© 2023 by AiM Fidelis, All Rights Reserved.

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