Afflint Advisors, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$386K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312719
Registered since
February 24, 2021
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Afflint Advisors, LLC is a small, owner-operated registered investment adviser that provides portfolio management to individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly advisory fees and manages assets on a discretionary basis. Its filings indicate it is not an active ESG investor, not a pension consultant, and does not operate across multiple states. Investment activity appears conservative and simple in structure: a large portion of reported assets sits in cash and cash equivalents, while core exposures are accessed primarily through mutual funds and selective allocations to real estate alternatives. The firm’s size and custody choices point to a low-complexity operating model focused on direct portfolio management rather than extensive in-house product manufacturing or broad institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 64%, Exchange Traded Equities 36%64%
  • Cash & Cash Equivalents64%
  • Exchange Traded Equities36%

Contacts

1 of 1
  • Deven Tasgaonkar

    Deven Tasgaonkar

    Managing MemberCRD 7331888

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth