AAF Wealth Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$728M
Discretionary
$580M
80% of AUM
Avg account
$811K
Accounts
897
Employees
10
Advisory reps
6

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 registered investment adviser organized as an LLC and SEC-registered since 2012. The firm describes itself as a capital allocator serving both individual and family clients and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm also lists accounting as a core business activity. Fee arrangements are flexible: percentage-of-AUM pricing is used alongside hourly and fixed-fee engagements. AAF does not identify as an active ESG investor and is not classified as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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%

Contacts

3 of 6
  • Russell Almstrom

    Russell Almstrom

    Associate Wealth AdvisorCRD 7158155

  • Kevin Hodson

    Kevin Hodson

    Director of InvestmentsCRD 2691728

  • Carmen Grinkis

    Carmen Grinkis

    Co-Managing PartnerCRD 6281958

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 33

Active vs passive

$247M in ETFs

Passive

99%

$244M

Active

1%

$3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$60.9M81,30724.62%
Unlock additional holdings →

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

Similar firms

Cadence Wealth Management LLC

RIA

Westborough, MA

AUM $448MTEAM 7REPS 6

Factor Investing Group

RIA

Westborough, MA

AUM $349MTEAM 6REPS 5

Finivi Inc.

RIA

Westborough, MA

AUM $308MTEAM 10REPS 7

Grimes & Company

RIA

Westborough, MA

AUM $6.3BTEAM 69REPS 40

Yarrington Management Company

RIA

Westborough, MA

AUM $2MTEAM 1REPS 1

Girard Capital Management

RIA

Westborough, MA

AUM $1.2MTEAM 2REPS 2
More RIAs in Westborough →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth