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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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