(a) AIM Collects nonpublic personal information about our clients from the following sources:
- Information received from clients applications and other forms;
- Information about clients' transactions with AIM, it affiliates or others;
- Information received from consumer reporting agencies;
(b) Does not disclose any nonpublic personal information about our clients or former clients to anyone except permitted or required by law;
(c) Restricts access to material nonpublic personal information about its clients to our employees who need to know that information to provide services and only to nonaffiliated parties as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf; or so that our firm can discuss your financial situation with your accountant or attorney);
(d) Maintains physical, electronic and procedural safeguards that comply with federal standards to guard our clients' personal information.
Please send any questions you may have for us.
405 East D Street, Suite 112
Petaluma, CA, United States
Phone: 1 (866) 727-9442