5475 Mark Dabling Boulevard
Suite 108
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 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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109036 |
SEC# | 801-56587 |
Assets Managed by Firm | $695,180,179 |
No. of Clients | 2412 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2412 | $695,180,179 |
Individuals (other than high net worth individuals) | 989 | $390,594,377 |
High net worth individuals | 1283 | $274,626,543 |
Pension and profit sharing plans | 23 | $4,993,210 |
Charitable organizations | 93 | $19,972,839 |
Corporations or other businesses | 23 | $4,993,210 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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