AFS Wealth Management LLC
Firm details
- Headquarters
- Chester, Vermont
- CRD number
- 323315
- Website
- www.afswealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals51.01%
- HNWI48.29%
- Charitable Organizations0.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
AFS Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm provides portfolio management primarily for individuals, families and small business owners, and also serves some institutional clients. Its billing blends a percentage-of-AUM fee with the option for hourly charges. AFS is not positioned as a capital allocator or multi-state adviser, and it does not market itself as an ESG-focused manager.
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
- Public Funds/Mutual Funds61%
- US Government Bonds20%
- Exchange Traded Equities18%
- Cash & Cash Equivalents1%
Contacts
1 of 1Hudsen Hagland
Service AdvisorCRD 7295419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chester, VT
Windsor
Location
Chester, VT
Headquartered in Chester, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- Windsor
- Address
- 288 Depot St
- Time zone
- ET (UTC-5)
- Office locations
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