AA FINANCIAL ADVISORS, LLC

150 E. Broad St.
Suite 100
Columbus, Ohio 43215
Tel: 614-442-3355

About AA FINANCIAL ADVISORS, LLC

AA FINANCIAL ADVISORS, LLC, formally registered with the SEC as AA FINANCIAL ADVISORS, LLC. The firm was established in 06/03/2022. They have over 6 offices throughout the country.

AA FINANCIAL ADVISORS, LLC is a Columbus, Ohio based Financial Planning firm with nearly $864,294,929 assets under management, offering retirement planning & investment advisory services to 1912 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119829
SEC#	801-125806
Assets Managed by Firm	$864,294,929
No. of Clients	1912
No. of Advisors	19

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1912	$864,294,929
Individuals (other than high net worth individuals)	598	$170,656,747
High net worth individuals	142	$661,647,208
Pension and profit sharing plans	2	$3,496,326
Charitable organizations	7	$6,545,372
Corporations or other businesses	12	$21,949,276

More Retirement Planning firms in Columbus, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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