Overview
Assets Under Management: $1.1 billion
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 219
Average Client Assets: $3 million
Frequently Asked Questions
ASSOCIATION FINANCIAL SERVICES INC. 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 #142205), ASSOCIATION FINANCIAL SERVICES INC. is subject to fiduciary duty under federal law.
ASSOCIATION FINANCIAL SERVICES INC. is headquartered in SALT LAKE CITY, UT.
ASSOCIATION FINANCIAL SERVICES INC. serves 219 high-net-worth clients according to their SEC filing dated March 23, 2025. View client details ↓
According to their SEC Form ADV, ASSOCIATION FINANCIAL SERVICES INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
ASSOCIATION FINANCIAL SERVICES INC. manages $1.1 billion in client assets according to their SEC filing dated March 23, 2025.
According to their SEC Form ADV, ASSOCIATION FINANCIAL SERVICES INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 219
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,635
Discretionary Accounts: 91
Non-Discretionary Accounts: 2,544
Regulatory Filings
CRD Number: 142205
Filing ID: 1945979
Last Filing Date: 2025-03-23 12:47:00
Website: https://truenorthwealth.com