AFFILIATED FINANCIAL ADVISORS INC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 108154
- Registered since
- April 21, 2000
- Website
- www.affiliatedfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.63%
- Individuals31.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Funds50%
- Exchange Traded Equities27%
- Other8%
- US Government Bonds6%
- Private Funds3%
Contacts
3 of 4BENJAMIN VERHULST
Investment Adviser RepresentativeCRD 7790197
JASON VOELKER
Financial PlannerCRD 4727322
DAWN MAY
Financial AdvisorCRD 2282181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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