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FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

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

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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 StatusApproved
Firm CRD#109036
SEC#801-56587
Assets Managed by Firm$563,837,798
No. of Clients2358
No. of Advisors22

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 ClientsAUM
Firm Total2358$563,837,798
Individuals (other than high net worth individuals)959$229,406,051
High net worth individuals1282$306,552,005
Pension and profit sharing plans20$4,879,248
Charitable organizations80$19,151,779
Corporations or other businesses16$3,848,715

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