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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 |
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