Afrobloc
Firm details
- Headquarters
- ,
- CRD number
- 333243
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Afrobloc operates as a small, independent registered investment adviser organized as an LLC and focused on individual and family clients. The firm combines traditional wealth management services — financial planning and portfolio management for individuals and small businesses — with educational seminars and workshops. Its fee schedule is flexible, mixing percentage-of-AUM billing with hourly and fixed-fee arrangements. Afrobloc identifies as an active ESG investor, which suggests ESG considerations are incorporated into its investment selection or client recommendations.
Assets & Accounts
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
- Cash & Cash Equivalents50%
- Non-Exchange Traded Equities30%
- Exchange Traded Equities20%
Contacts
1 of 1
Michael Howard
OwnerCRD 8002476
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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