Advisor Financial Group
RIASEC Registered
Total AUM
$26.5M
Discretionary
$0
0% of AUM
Avg account
$617K
Accounts
43
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 122678
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.95%
- Individuals12.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Advisor Financial Group is a small, privately owned corporate RIA that provides fee-based portfolio management primarily to individuals and families, as well as small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on managing client portfolios rather than acting as a capital allocator or pension consultant. According to filings it is not an active ESG investor and it operates on a single-state basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Jerry Goodson
CEOCRD 1305309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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