Company Information

Get to know AE Patrimoine - SAS AEP

AE Patrimoine is a wealth management consulting firm based in Paris, founded with the mission of providing independent, personalized, and long-term financial guidance. The company assists clients with the creation, development, and transmission of their wealth by offering a comprehensive range of services. These include financial investment advice, insurance brokerage, real estate investment strategies, and intermediation in banking services. As a registered Financial Investment Advisor (CIF), AE Patrimoine adheres to a strict regulatory framework, emphasizing a client-centric approach to achieve their financial objectives.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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AE Patrimoine - SAS AEP

France

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.