Overview
Assets Under Management: $951 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 345
Average Client Assets: $1.2 million
Frequently Asked Questions
AFAM CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108517), AFAM CAPITAL, INC. is subject to fiduciary duty under federal law.
AFAM CAPITAL, INC. is headquartered in AUSTIN, TX.
AFAM CAPITAL, INC. serves 345 high-net-worth clients according to their SEC filing dated May 30, 2018. View client details ↓
According to their SEC Form ADV, AFAM CAPITAL, INC. offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
AFAM CAPITAL, INC. manages $951 million in client assets according to their SEC filing dated May 30, 2018.
According to their SEC Form ADV, AFAM CAPITAL, INC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 345
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.22%
Average Client Assets: $1.2 million
Total Client Accounts: 935
Discretionary Accounts: 935
Regulatory Filings
CRD Number: 108517
Filing ID: 1221061
Last Filing Date: 2018-05-30 11:42:00