ADVANCED FINANCIAL STRATEGIES INC

5 Hubble
Irvine, California 92618
Tel: 949-502-5333

About ADVANCED FINANCIAL STRATEGIES INC

ADVANCED FINANCIAL STRATEGIES INC, formally registered with the SEC as ADVANCED FINANCIAL STRATEGIES INC. The firm was established in 08/04/2000. They have over 1 offices throughout the country.

ADVANCED FINANCIAL STRATEGIES INC is a Irvine, California based Financial Planning firm with nearly $229,548,548 assets under management, offering retirement planning & investment advisory services to 410 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108296
SEC#	801-57835
Assets Managed by Firm	$229,548,548
No. of Clients	410
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (BUSINESS PLANNING SERVICES, ESTATE PLANNING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	410	$229,548,548
Individuals (other than high net worth individuals)	52	$8,443,144
High net worth individuals	89	$219,317,330
Pension and profit sharing plans	5	$1,788,074

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