Advisor Financial Services, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$62.6M

Discretionary

$62.6M

100% of AUM

Avg account

$144K

Accounts

435

Employees

Advisory reps

Firm details

Headquarters: Chatham, New York
CRD number: 118537
Registered since: May 29, 2018
Website: www.advisor.org
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.68%
Individuals39.1%
Pension & Profit Sharing Plans0.17%
Charitable Organizations0.03%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Advisor Financial Services, Inc. is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services center on financial planning, portfolio management for individuals and small businesses, manager selection, and publishing client-focused periodicals or newsletters. The firm also lists accounting as a business activity and industry affiliation. Advisor Financial Services operates as a capital allocator, using third-party managers alongside its own portfolio work. Its fees are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.