Company Information

Get to know AIC Patrimoine

Founded in 2005, AIC Patrimoine is an independent wealth management firm (cabinet de conseil en gestion de patrimoine) based in Le Bouscat, France. The company's mission is to provide objective and personalized support to its clients—including private individuals, professionals, and business leaders—by performing a comprehensive analysis of their financial, fiscal, and personal situations. Their services cover a wide range of areas including financial investments, real estate acquisition, retirement planning, personal insurance (prévoyance), and asset transfer strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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AIC Patrimoine

France

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

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Security Information

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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.