ADVISOR FINANCIAL SERVICES, INC.

9307 Brook Rd
Glen Allen, Virginia 23060
Tel: 804-234-8600

About ADVISOR FINANCIAL SERVICES, INC.

ADVISOR FINANCIAL SERVICES, INC, formally registered with the SEC as ADVISOR FINANCIAL SERVICES, INC. The firm was established in 05/29/2018. They have over 2 offices throughout the country.

ADVISOR FINANCIAL SERVICES, INC. is a Glen Allen, Virginia based Financial Planning firm with nearly $37,977,953 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118537
SEC#	801-113326
Assets Managed by Firm	$37,977,953
No. of Clients	396
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	396	$37,977,953
Individuals (other than high net worth individuals)	293	$25,804,774
High net worth individuals	16	$12,173,179

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STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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