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Home > Retirement Planners > california > irvine > ADVANCED FINANCIAL STRATEGIES INC
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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