Advanced Financial Analysis, LLC

Overview

Advanced Financial Analysis, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating primarily on a non-discretionary basis. Its advisory model mixes percentage-of-AUM and fixed-fee billing and it maintains an insurance-company affiliation that aligns with its use of annuities in client portfolios. Investment strategy tilts toward public equities—implemented largely through exchange-traded vehicles—while also maintaining allocations to third-party alternative managers in real estate, commodities and oil & gas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices