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APPLIED FINANCE ADVISORS, LLC

17806 Ih 10
Suite 300
San Antonio, Texas 78257
Tel: 210-204-7479

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About APPLIED FINANCE ADVISORS, LLC

APPLIED FINANCE ADVISORS, LLC, formally registered with the SEC as APPLIED FINANCE ADVISORS, LLC. The firm was established in 04/17/2006. They have over 2 offices throughout the country.

APPLIED FINANCE ADVISORS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $761,965,787 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#140054
SEC#801-66461
Assets Managed by Firm$761,965,787
No. of Clients4
No. of Advisors5

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Investment

Firm Client Information

No. of ClientsAUM
Firm Total4$761,965,787

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