AAF WEALTH MANAGEMENT, LLC

50 Washington Street
Westborough, Massachusetts 01581
Tel: 508-366-9100

About AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC, formally registered with the SEC as AAF WEALTH MANAGEMENT, LLC. The firm was established in 07/24/2012. They have over 1 offices throughout the country.

AAF WEALTH MANAGEMENT, LLC is a Westborough, Massachusetts based Financial Planning firm with nearly $507,143,594 assets under management, offering retirement planning & investment advisory services to 725 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164646
SEC#	801-76885
Assets Managed by Firm	$507,143,594
No. of Clients	725
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (AAF WEALTH MANAGEMENT ROBO - AUTOMATED ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	725	$507,143,594
Individuals (other than high net worth individuals)	98	$34,597,457
High net worth individuals	124	$331,992,978
Pension and profit sharing plans	7	$78,880,596
Charitable organizations	11	$60,653,247
Corporations or other businesses	2	$1,019,316

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GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
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