AE Patrimoine - SAS AEP

Founded in 2009 by Alexandre Héraud, AE Patrimoine is an independent wealth management firm located in Clermont-Ferrand, France. The company's mission is to provide personalized support to its clients through all stages of their financial lives, including building, managing, developing, and transmitting their personal and professional assets. It is registered as a Financial Investment Advisor (CIF), insurance broker, and real estate agent, offering a comprehensive range of services covering financial investments, real estate, retirement planning, and life insurance.