Overview
Assets Under Management: $3.3 billion
Headquarters: SUWANEE, GA
High-Net-Worth Clients: 51
Average Client Assets: $2.2 million
Frequently Asked Questions
AFS ADVISORS, LLC 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 #156180), AFS ADVISORS, LLC is subject to fiduciary duty under federal law.
AFS ADVISORS, LLC is headquartered in SUWANEE, GA.
AFS ADVISORS, LLC serves 51 high-net-worth clients according to their SEC filing dated October 23, 2018. View client details ↓
According to their SEC Form ADV, AFS ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
AFS ADVISORS, LLC manages $3.3 billion in client assets according to their SEC filing dated October 23, 2018.
According to their SEC Form ADV, AFS ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.34%
Average Client Assets: $2.2 million
Total Client Accounts: 204
Discretionary Accounts: 204
Regulatory Filings
CRD Number: 156180
Filing ID: 1247093
Last Filing Date: 2018-10-23 12:07:00