Aire Advisors, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $986M
- Clients
- 369
- Avg AUM / client
- $2.7M
- Accounts
- 1,163
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $14.9M | 1.48% |
| High net worth individuals | 300 | $924M | 91.8% |
| Pension and profit sharing plans | 15 | $33.0M | 3.28% |
| Charitable organizations | Fewer than 5 | $213K | 0.02% |
| Corporations and other businesses | 14 | $19.5M | 1.93% |
| Other | Fewer than 5 | $14.8M | 1.47% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amir Ali Monsefi | Chief Compliance Officer & Co Founder | Nov 2020 (6y) | 75% or more | |
| Sharon Nassirzadeh | Co Founder & Senior Partner | CFP | Nov 2020 (6y) | 25% – 50% |
| Balfoure Patrick Brenes | Registered representative | Apr 2021 (5y) | ||
| Philip Hugo Fessler | Registered representative | Jun 2021 (5y) | ||
| Kristina Cosma Downing | Registered representative | Oct 2021 (5y) | ||
| James Charles Naify | Registered representative | Feb 2022 (4y) | ||
| Simone Liu | Registered representative | Aug 2022 (4y) | ||
| Nathan Mescobi | Registered representative | Sep 2024 (2y) | ||
| Lily Deborah Mossayi | Registered representative | Dec 2024 (2y) | ||
| Daniel P Ebert | Registered representative | Jan 2026 (1y) | ||
| Maryam Khoshreza | Registered representative | Feb 2026 (0y) | ||
| Neil Tobias Unger | Registered representative | CFP | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $901M (89% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗