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FINIAT, LLC

EST. AUM
$25,556,450

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CLIENT ACCOUNTS
1

Firm Details

Metro area Orlando
CRD Number 329094
Website finiat.com
Client types

Overview

FINIAT (legally Finiat, LLC) is an SEC-registered investment adviser and wealth technology provider headquartered in Mount Dora, Florida. Co-founded by CEO Robert Bandy, the firm provides quantitative investment management, sub-advisory, and technology solutions to independent financial advisors, RIAs, family offices, and institutional clients. FINIAT operates as an algorithmic portfolio manager and outsourced CIO (OCIO), offering proprietary capabilities in dynamic asset allocation, direct indexing, risk-managed portfolio rebalancing, and AI-driven client communication and investment analytics.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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