Overview
Assets Under Management: $245 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 71
Average Client Assets: $2.3 million
Frequently Asked Questions
AFS FINANCIAL GROUP, 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 #306979), AFS FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
AFS FINANCIAL GROUP, LLC is headquartered in BETHESDA, MD.
AFS FINANCIAL GROUP, LLC serves 71 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, AFS FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
AFS FINANCIAL GROUP, LLC manages $245 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, AFS FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.24%
Average Client Assets: $2.3 million
Total Client Accounts: 705
Discretionary Accounts: 705
Regulatory Filings
CRD Number: 306979
Filing ID: 1846293
Last Filing Date: 2024-03-28 20:03:00