FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

5475 Mark Dabling Boulevard
Suite 320
Colorado Springs, Colorado 80918
Tel: 719-478-7036

About FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	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

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