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FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

5475 Mark Dabling Boulevard
Suite 108
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 8 offices throughout the country.

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $695,180,179 assets under management, offering retirement planning & investment advisory services to 2412 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109036
SEC#801-56587
Assets Managed by Firm$695,180,179
No. of Clients2412
No. of Advisors25

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total2412$695,180,179
Individuals (other than high net worth individuals)989$390,594,377
High net worth individuals1283$274,626,543
Pension and profit sharing plans23$4,993,210
Charitable organizations93$19,972,839
Corporations or other businesses23$4,993,210

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