AAF Wealth Management, LLC

RIASEC Registered
Total AUM
$728M
Discretionary
$580M
80% of AUM
Avg account
$811K
Accounts
897
Employees
10
Advisory reps
7

Firm details

Headquarters
Westborough, Massachusetts
CRD number
164646
Registered since
July 24, 2012
Website
www.aafwealthmanagement.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.53%
  • Pension & Profit Sharing Plans14.62%
  • Individuals9.14%
  • Charitable Organizations8.56%
  • Corporations / Businesses0.16%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

AAF Wealth Management, LLC is an independent, SEC-registered advisory firm (registered with the SEC in 2012) that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its business activities and industry affiliations include accounting and relationships with insurance firms, and it offers fee arrangements that include a percentage of AUM, hourly billing, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 6%, Cash & Cash Equivalents 5%, US Government Bonds 4%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Private Funds 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents5%
  • US Government Bonds4%
  • State & Local Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$249M in ETFs

Passive

99%

$246M

Active

1%

$3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$60.7M79,31424.36%
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Location

Primary office

Westborough, MA

Worcester

Location

Westborough, MA

Headquartered in Westborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Worcester
Address
50 Washington St
Time zone
ET (UTC-5)
Office locations

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