Overview
Assets Under Management: $895 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 4
Average Client Assets: $48 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.44
Average High-Net-Worth Client Assets: $48 million
Total Client Accounts: 1,950
Discretionary Accounts: 1,950
Regulatory Filings
CRD Number: 115824
Filing ID: 1957127
Last Filing Date: 2025-03-18 11:53:00
Website: https://afainvestments.com