AFA ADVISORS LLC

Overview

AFA Advisors LLC operates as a small, fee-based advisory firm that focuses on discretionary portfolio management. The firm’s filings show a clear tilt toward fixed-income strategies, with municipal and other state and local bonds making up the largest single asset class on the books. Advisory activity is split between managing portfolios for individuals and small businesses and providing portfolio management for businesses or institutions. AFA Advisors charges a percentage-of-AUM fee and manages client assets on a discretionary basis. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant. Ownership is listed as individual, and the adviser is classified outside standard allocator categories. Given the compact size of the asset base, investment decisions appear concentrated and tailored rather than run through large-scale model portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices