5475 Mark Dabling Boulevard
Suite 320
Colorado Springs, Colorado 80918
Tel: 719-478-7036
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC, formally registered with the SEC as FIRST AFFIRMATIVE FINANCIAL NETWORK LLC. The firm was established in 06/07/1999. They have over 9 offices throughout the country.
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $563,837,798 assets under management, offering retirement planning & investment advisory services to 2358 clients. The firm is staffed with 22 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109036 |
SEC# | 801-56587 |
Assets Managed by Firm | $563,837,798 |
No. of Clients | 2358 |
No. of Advisors | 22 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2358 | $563,837,798 |
Individuals (other than high net worth individuals) | 959 | $229,406,051 |
High net worth individuals | 1282 | $306,552,005 |
Pension and profit sharing plans | 20 | $4,879,248 |
Charitable organizations | 80 | $19,151,779 |
Corporations or other businesses | 16 | $3,848,715 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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