Afflint Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 312719
- Registered since
- February 24, 2021
- Website
- afflint.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents64%
- Exchange Traded Equities36%
Contacts
1 of 1
Deven Tasgaonkar
Managing MemberCRD 7331888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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