Overview
Assets Under Management: $1.0 billion
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 352
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 352
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,732
Non-Discretionary Accounts: 1,732
Regulatory Filings
CRD Number: 108530
Filing ID: 1994672
Last Filing Date: 2025-05-30 13:07:00
Website: https://afadvisors.com