AFFILIATED FINANCIAL ADVISORS INC

2600 North Mayfair Rd.
Suite 200
Milwaukee, Wisconsin 53226
Tel: 414-476-4999

About AFFILIATED FINANCIAL ADVISORS INC

AFFILIATED FINANCIAL ADVISORS INC, formally registered with the SEC as AFFILIATED FINANCIAL ADVISORS INC. The firm was established in 04/21/2000. They have over 1 offices throughout the country.

AFFILIATED FINANCIAL ADVISORS INC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $404,483,156 assets under management, offering retirement planning & investment advisory services to 2077 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108154
SEC#	801-57519
Assets Managed by Firm	$404,483,156
No. of Clients	2077
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2077	$404,483,156
Individuals (other than high net worth individuals)	606	$157,843,401
High net worth individuals	144	$246,639,755

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