Overview
Assets Under Management: $505 million
Headquarters: VIENNA, VA
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,410
Discretionary Accounts: 1,378
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 313110
Filing ID: 1971822
Last Filing Date: 2025-03-28 14:20:00
Website: https://afgas.net