AFFILIATED FINANCIAL ADVISORS INC

RIASEC RegisteredEst. 2000
Total AUM
$541M
Discretionary
$0
0% of AUM
Avg account
$245K
Accounts
2,207
Employees
4
Advisory reps
4

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
108154
Registered since
April 21, 2000
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI68.63%
  • Individuals31.37%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Affiliated Financial Advisors Inc. is a privately held corporation that has been SEC-registered since 2000 and is owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its core advisory work is portfolio management for individuals and small businesses. Filings indicate the adviser does not position itself as a multi-state adviser or pension consultant and does not report active ESG investing activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 50%, Exchange Traded Equities 27%, Other 8%, US Government Bonds 6%, Private Funds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities27%
  • Other8%
  • US Government Bonds6%
  • Private Funds3%

Contacts

3 of 4
  • BENJAMIN VERHULST

    Investment Adviser RepresentativeCRD 7790197

  • JASON VOELKER

    Financial PlannerCRD 4727322

  • DAWN MAY

    Financial AdvisorCRD 2282181

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MILWAUKEE, WI

MILWAUKEE

Location

MILWAUKEE, WI

Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
MILWAUKEE
Address
2600 N Mayfair Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth