Overview
Assets Under Management: $151 million
High-Net-Worth Clients: 35
Average Client Assets: $4 million
Frequently Asked Questions
AZNAR FINANCIAL ADVISORS, 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 #121388), AZNAR FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
AZNAR FINANCIAL ADVISORS, LLC serves 35 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, AZNAR FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
AZNAR FINANCIAL ADVISORS, LLC manages $151 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, AZNAR FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.72
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 121388
Last Filing Date: 2025-02-06 00:00:00
Website: https://aznaradvisors.com